Getting Started With Your Toolbox or Tool Truck

Introduction

You a powerful membership/marketing software. There are many settings and many ways you can set things up. Things may seem overwhelming, but we will try to simplify things for you with this guide of things to learn and setup when starting with your site. This is a small look into the most common features of the software and does not look into every detail.

Please start with this guide, then afterwards, let us know any questions you have that are specific to your setup and we will send you additional documents to help you understand how your specific setup works. Also, please use the F.A.Q. section of our site as we have answers to 1000's of questions and any question we don't have you can submit to have us give you a detailed explanation.

Remember we are always here to help you and are glad to clarify anything that seems confusion.

Important Links/Pages

Below are important pages for promoting/managing your new site:

your-domain.com/join - The page that new members signup at.
your-domain.com/login - The page that members login at.
your-domain.com/admin - The members area home page.
your-domain.com/app - BETA. The mobile app for accessing contacts offline.
your-domain.com/order - The default order page (if you have the billing tool).

How the Username Works

The username is added at the end of links to pages to track who the referring member is.

~username~

Throughout the system (emails, pages, html, WYSIWYG, etc) you can use the ~username~ code to have it put the members username. You should do this for all links to pages in the system except for the page seen after a member logs in. This includes capture pages, landing pages, the join page, and the order page.

Below are examples of how these links should look when posting them into the editor:

your-domain.com/join/~username~
your-domain.com/order/~username~
your-domain.com/page/1/~username~
your-domain.com/dynamic.php?page=1&user=~username~

Below are examples of how these links would be displayed for the member with the username demo:

http://your-domain.com/join/demo
http://your-domain.com/order/demo
http://your-domain.com/page/1/demo
http://your-domain.com/dynamic.php?page=1&user=demo

Adding Pages

Your system comes installed with 2 simple pages.

Members Area Header

Free or Paid

If you have the billing tool and are charging for membership then you should go to the "Manage Billing" page and setup at least one payment option.

Open Enrollment or Closed Enrollment

The Admin Account

Setup Member Variables

The Users Guide

Tool Truck Setup

With a Tool Truck you have more options and there are more things to setup. Below is a list of additional items that Tool Truck owners should do when getting started with a new site.