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Convey Master Agents 07-26-18 Convey Master Agents 07-26-18

Alliance PartnersTSX MembersIndependent Master Agents

Sell Sheets
Sell Sheets
1 jplist-folder-All-Posts-265 jplist-folder-All-Posts-265 Sell-Sheets-Sell-Sheets jplist-topic-list jplist-topic-master 0 242297 242297 Alliance PartnersTSX MembersIndependent Master Agents

Convey Master Agents 07-26-18

Sell Sheets

Alliance PartnersTSX MembersIndependent Master Agents

Reports Reports

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

Training
Training
2 jplist-folder-All-Posts-265 jplist-folder-All-Posts-265 Training-Training jplist-topic-catalog jplist-topic-reports jplist-topic-site 0 142677 142677 Reports allow administrators to analyze catalog, post, members or user activity, and retrieve data from administration, forms or surveys & quizzes.

Reports

Training

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

Get Viewers into Your Catalog - 3 Simple Steps 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
3 jplist-folder-All-Posts-265 Tips-and-Hints-Tips-and-Hints jplist-topic-Catalog-Viewers 0 141009 141009 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 customer that you want and how to deliver that customer or prospect to you.  Here are 3 simple tips that can help improve traffic into the catalog.

Get Viewers into Your Catalog - 3 Simple Steps

Tips and Hints

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 customer that ...

Get Viewers into Your Catalog - 3 Simple Techniques Get Viewers into Your Catalog - 3 Simple Techniques

Tip and Hint from Carolyn Bradfield

Do you want to know how to get people off the home page and into your catalog? Watch my video to learn 3 simple things you can do today ...

Tips & Hints
Tips & Hints
4 jplist-folder-All-Posts-265 jplist-folder-All-Posts-265 Tips---Hints-Tips---Hints jplist-topic-catalog-traffic jplist-topic-tip-and-hint 0 140985 140985 Do you want to know how to get people off the home page and into your catalog?  Watch my video to learn 3 simple things you can do today that make a difference!

Get Viewers into Your Catalog - 3 Simple Techniques

Tips & Hints

Do you want to know how to get people off the home page and into your catalog? Watch my video to learn 3 simple things you can do today that make a ...

Events Events

Training
Training
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Events

Training

Quick Posts Quick Posts

Training
Training
6 jplist-folder-All-Posts-265 jplist-folder-Posting-25202 jplist-folder-All-Posts-265 Training-Training jplist-topic-classroom jplist-topic-content jplist-topic-Quick-Post jplist-topic-training 0 126968 126968

Quick Posts

Training

Catalog/Portfolio Terms on Convey Catalog/Portfolio Terms on Convey

Terms & Specifications for Catalog/Portfolio Pages

Training
Training
7 jplist-folder-All-Posts-265 jplist-folder-All-Posts-265 Training-Training jplist-topic-specifications 0 121146 121146 Terms & Specifications for Catalog/Portfolio Pages

Catalog/Portfolio Terms on Convey

Training

Terms & Specifications for Catalog/Portfolio Pages

​Catalog Pages ​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
8 jplist-folder-All-Posts-265 jplist-folder-Catalogs-25189 jplist-folder-All-Posts-265 Training-Training jplist-topic-catalog jplist-topic-convey jplist-topic-pages jplist-topic-training 0 121128 121128 Catalog Pages appear above the banners on the catalog home page and allow you to display additional information. Common pages displayed include, “About Us”, “Contact Us”, and a directory of posts.

​Catalog Pages

Training

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

Catalog Contacts 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
9 jplist-folder-All-Posts-265 jplist-folder-Catalogs-25189 jplist-folder-All-Posts-265 Training-Training jplist-topic-catalog jplist-topic-contacts jplist-topic-convey jplist-topic-training 0 121127 121127

Catalog Contacts

Training

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

Catalog Background 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
10 jplist-folder-All-Posts-265 jplist-folder-Catalogs-25189 jplist-folder-All-Posts-265 Training-Training jplist-topic-background jplist-topic-catalog jplist-topic-convey jplist-topic-training 0 121116 121116 The catalog background is the image or solid color that appears behind the center of the catalog. Catalog backgrounds add to the look and feel of the catalog.

Catalog Background

Training

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

Blog Posts 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
11 jplist-folder-All-Posts-265 jplist-folder-Posting-25202 jplist-folder-All-Posts-265 Training-Training jplist-topic-blogs jplist-topic-convey jplist-topic-posts jplist-topic-training 0 121115 121115 Blog Posts are a great way to keep audiences engaged with you during your downtime when you are in between more important posts.

Blog Posts

Training

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

Catalog About Section 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
12 jplist-folder-All-Posts-265 jplist-folder-Catalogs-25189 jplist-folder-All-Posts-265 Training-Training jplist-topic-About jplist-topic-catalog jplist-topic-convey jplist-topic-training 0 121114 121114

Catalog About Section

Training

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

Content Posts Content Posts

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

Training
Training
13 jplist-folder-All-Posts-265 jplist-folder-Posting-25202 jplist-folder-All-Posts-265 Training-Training jplist-topic-content jplist-topic-convey jplist-topic-posts jplist-topic-training 0 121109 121109 Content Posts have uploaded files that can be viewed online, downloaded or shared by email.

Content Posts

Training

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

Survey & Quiz Survey & Quiz

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

Training
Training
14 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-convey jplist-topic-quiz jplist-topic-site jplist-topic-survey jplist-topic-training 0 120945 120945 Create surveys and quizzes and apply them to posts for viewers or members to take them.

Survey & Quiz

Training

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

Industry Keywords Industry Keywords

Use keywords to help your viewers find catalogs and posts.

Training
Training
15 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-convey jplist-topic-keywords jplist-topic-site jplist-topic-training 0 120934 120934 Use keywords to help your viewers find catalogs and posts.

Industry Keywords

Training

Use keywords to help your viewers find catalogs and posts.

Announce Announce

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

Training
Training
16 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training 0 120933 120933

Announce

Training

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

Email Sharing Email Sharing

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

Training
Training
17 jplist-folder-All-Posts-265 jplist-folder-Catalogs-25189 jplist-folder-All-Posts-265 Training-Training 0 120932 120932

Email Sharing

Training

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

Site Access Site Access

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

Training
Training
18 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-access jplist-topic-convey jplist-topic-site jplist-topic-training 0 120931 120931 Public sites allow anyone with the URL to access them. Private sites require a login.

Site Access

Training

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

Featured Boxes 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
19 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-boxes jplist-topic-convey jplist-topic-feature jplist-topic-site jplist-topic-training 0 120920 120920 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 events, or contain images and videos.

Featured Boxes

Training

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 events, or ...

Popular and More Sections 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
20 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-convey jplist-topic-feature jplist-topic-more jplist-topic-popular jplist-topic-site jplist-topic-training 0 120919 120919 The Popular & More sections showcase posts & catalogs on the home page. The sections can be turned off or automated.

Popular and More Sections

Training

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

Vocabulary 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
21 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-convey jplist-topic-site jplist-topic-training jplist-topic-vocabulary 0 120918 120918

Vocabulary

Training

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

Site Pages Site Pages

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

Training
Training
22 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-convey jplist-topic-pages jplist-topic-site jplist-topic-training 0 120917 120917 Site pages contain graphics, text, forms, videos and links. They can be directories of posts or catalogs.

Site Pages

Training

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

Social Sharing Social Sharing

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

Training
Training
23 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training 0 120916 120916

Social Sharing

Training

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

Site Calendar 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
24 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-calendar jplist-topic-convey jplist-topic-site jplist-topic-training 0 120905 120905 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

Site Calendar

Training

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

Site Banners Site Banners

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

Training
Training
25 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-banners jplist-topic-convey jplist-topic-site jplist-topic-training 0 120904 120904 Site banners appear below the header & pages and are added by a site administrator, by selected catalog administrators or through advertising

Site Banners

Training

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

Site Background 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
26 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-background jplist-topic-convey jplist-topic-site jplist-topic-training 0 120903 120903 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 the site.

Site Background

Training

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 the site.

Post Types 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
27 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-convey jplist-topic-post jplist-topic-site jplist-topic-training jplist-topic-types 0 120902 120902 Post types tell the viewer what type of content they will look at. Post types may include product literature, training videos, case studies, rebates, and more.

Post Types

Training

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

Post Add-Ons Post Add-Ons

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

Training
Training
28 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-convey jplist-topic-posts jplist-topic-training 0 120901 120901 Post Add Ons are additional options that can be turned on for the site or for certain catalogs.

Post Add-Ons

Training

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

Header and Logo 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
29 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training 0 120893 120893

Header and Logo

Training

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

Applications Applications

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

Training
Training
30 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-applications jplist-topic-catalogs jplist-topic-members jplist-topic-site jplist-topic-training 0 120891 120891 Applications lets you create a sign up process for new site members or catalog owners.

Applications

Training

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

Members Only Posts Members Only Posts

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

Training
Training
31 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-convey jplist-topic-members-only jplist-topic-private 0 120890 120890 Members Only posts are “private” and viewable by specific member types.

Members Only Posts

Training

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

Member Dashboard Set Up 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
32 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-convey jplist-topic-dashboard jplist-topic-member jplist-topic-training 0 120889 120889 Member Dashboards organize and display content and catalogs for the member to create a personalized experience. Dashboards can also contain files uploaded by the site administrator to be accessed and downloaded.

Member Dashboard Set Up

Training

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

Catalog Administration Catalog Administration

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

Training
Training
33 jplist-folder-All-Posts-265 jplist-folder-User-Guides-27889 jplist-folder-All-Posts-265 Training-Training jplist-topic-administration jplist-topic-catalog jplist-topic-convey 0 120887 120887 Catalog Administration manages data for catalogs, catalog administrators and contacts.

Catalog Administration

Training

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

Less Can Be More 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
34 jplist-folder-All-Posts-265 jplist-folder-CEO-Insights-25228 jplist-folder-All-Posts-265 CEO-Insights-CEO-Insights jplist-topic-Content-Strategy 0 85432 85432 Today’s content consumer tweets, chats, instant messages, and texts. They consume information in smaller and smaller portions and want to get to the point quickly. When you think about adding content to your online catalog, think about being more targeted about what you add and resist the temptation to load up volumes of content, hoping someone will find something to read. Here are some thoughts.

Less Can Be More

CEO Insights

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

Wisdom from Convey Subscribers Wisdom from Convey Subscribers

Mitch Lopez from Spectrum Business Offers Creative Ideas

When you develop technology, sometimes you get “snow blind” to the user experience and fail to see where the way people use it can be ...

CEO Insights
CEO Insights
35 jplist-folder-All-Posts-265 jplist-folder-CEO-Insights-25228 jplist-folder-All-Posts-265 CEO-Insights-CEO-Insights jplist-topic-catalog 0 83289 83289

Wisdom from Convey Subscribers

CEO Insights

When you develop technology, sometimes you get “snow blind” to the user experience and fail to see where the way people use it can be streamlined ...

Lights, Camera, Action! Lights, Camera, Action!

Creating Calls to Action inside a Catalog

The lights are on and the cameras are ready, but until the director yells “action”, there’s no movie. So, you have a good catalog on ...

CEO Insights
CEO Insights
36 jplist-folder-All-Posts-265 jplist-folder-CEO-Insights-25228 jplist-folder-All-Posts-265 CEO-Insights-CEO-Insights jplist-topic-catalog jplist-topic-catalog-management jplist-topic-pages 0 82715 82715 The lights are on and the cameras are ready, but until the director yells “action”, there’s no movie. So, you have a good catalog on Convey, plenty of content, but as the director, it’s time to say “action” to the agents that have visited so deals can happen. Creating a call to action generates movement, gives agents reasons to engage with you and captures their name and contact information so you can keep the relationship going

Lights, Camera, Action!

CEO Insights

The lights are on and the cameras are ready, but until the director yells “action”, there’s no movie. So, you have a good catalog on Convey, ...

Sales Partners Are Looking 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
37 jplist-folder-All-Posts-265 jplist-folder-All-Posts-265 CEO-Insights-CEO-Insights jplist-topic-CEO-Insights jplist-topic-Sales-Partners 0 80342 80342 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 an average month, the sites receive 23,000 visitors, 8,000 of them being unique. Visitors stay on the site an average of 4 minutes, search for content, view catalogs, open posts, and download files.

Sales Partners Are Looking

CEO Insights

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 an average ...

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