XSellerate > Getting Started
     
 

Getting Started

 
     

The first step in jump starting your electronic marketing efforts is to dive in to XSellerate. Depending on whether you're using XSellerate in tandem with your XSite or whether you're using it as a standalone product, there are different ways you log in.


To access XSellerate from your XSite...

  1. Log into your XSite
  2. Click the XSellerate shortcut at the top of the screen

To access XSellerate for stand-alone users...

  1. Launch the XSellerate link you were provided when you signed up.
  2. Type your username and password and click Login.


Then, when you open XSellerate, the primary main page is segmented into three panes:

  1. Campaigns - This pane shows all of the campaigns you've created, and their current status. Click on any campaign in the list and you can see, at a glance, which recipients are getting that campaign, which ads are included in it and whether there were any errors.  You can also quickly activate or deactivate the campaign, or copy it to create a new one.
  2. Configure - This section of the home page gives you access to set the various options for how XSellerate works. You can also access the help resources available.
  3. Settings - Use the Settings tool to configure certain defaults for XSellerate, such as how you normally build your campaigns, how you schedule them and which ads you normally see.
    • Ad Library - This link takes you to your Ad Library, where you can create and edit content for your campaign.
    • Client Data Capture - If you're using an XSite along with XSellerate, click here to open that tool's lead generation management tools.
    • Create Ads - Click this link to create a new ad from scratch.
    • Welcome - This opens the Welcome panel with details on creating contacts or new campaigns and offers any available help videos.
  4. Current Campaign Activity - The main portion of the XSellerate home page is devoted to providing you information about how your campaigns are doing. The main pane shows which campaign ads are scheduled to ship this week, month or near future, and any errors that may have occurred.  Click one of the links at the top of the pane to change the time frame.

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