Uploading Clients for School Holidays

New client set up - Previous client set up - Multi image client set up

Go to FluentCRM -

• Check you have a contact
• If not set up a new one
• Add tag for these holidays eg July_Hols_2021 and client tag

Go to Project Management –

• Add a link in the holidays project to the contact and add in comments under Discussion tab

Go to Word Press –

(If you do not wish to do this process, are unsure or don’t have the correct programmes please request assistance from Support Office – This can be completed for you for current clients for $25 or for a new client $45)

• If they are a new client set up from scratch as a business in the correct business types (areas) otherwise do updates to current page as required | Remember to change Plan to appropriate paid plan
• Remember to do SEO links including social FB and Twitter links – Update first then ask Facebook to update its cache
• If you have an advert then link it in all appropriate template sliders otherwise -
  • Go to Canva and create advert - 750 x 450 px | SAVE in school holidays folder
  • Upload and fill in meta and link details
• If a Sponsor also go to Canva and create a Sponsor banner and side advert -
  • Banner is 800 x 150 px
  • Then go to Oxygen Template for the sponsored region
  • Add image and place the banner at the top of the first Div in first column (so it will be above all listings)
  • Link it in a Link Wrapper (remember tick open link in a new tab)
  • In the image make 100% width | Under Advanced - add border radius of 8, add box shadow of 5,5,20 | shadow colour black and transparent to about 28 | Add transform to hover state of translate 3,3 | back to original state and add transition of 0.5 sec
  • In the Link Wrapper make the width 80% (under Primary) and centre (under Advanced | Layout)
  • Then add and link sponsor image in right column which is 450 x 150 px

Go back to FluentCRM –

• Send CLIENT OPENING REPORT
• Once this is sent advise Support Office of client contact name, business name, email, plan taken, dates

Xero -

• Support Office will issue an invoice for you and cc you into this being sent

Make sure got a task to check paid after 3 weeks. You will need to follow up with Support Office for this who will issue commissions due asap the invoice is paid.

Uploading Previous Clients for School Holidays

Go to FluentCRM -

• Add new holiday tag to contact and make sure client tag also

Go to Project Management –

• Add a link in the holidays project to the FluentCRM contact and add in comments under Discussion tab

Go to Word Press –

(If you do not wish to do this process, are unsure or don’t have the correct programmes please request assistance from Support Office – This can be completed for you for current clients for $25)

• Do updates to current page as required | Remember to change Plan back to appropriate paid plan
• Remember to check and update where appropriate SEO links including social FB and Twitter links – Update first then ask Facebook to update its cache
• If you have an advert then link it in all appropriate template sliders otherwise if you need to make one specific to these holidays -
  • Go to Canva and create advert - 750 x 450 px | SAVE in school holidays folder
  • Upload and fill in meta and link details
• If a Sponsor and sponsor previously in the region Oxygen Template just add their image and link back into the Link Wrapper at the top of the first column. Otherwise go to Canva and create a Sponsor banner and side advert -
  • Banner is 800 x 150 px
  • Then go to Oxygen Template for the sponsored region
  • Add image and place the banner at the top of the first Div in first column (so it will be above all listings)
  • Link it in a Link Wrapper | make 100% width | Under Advanced - add border radius of 8, add box shadow of 5,5,20 | shadow colour black and transparent to about 28 | Add transform to hover state of translate 3,3 | back to original state and add transition of 0.5 sec
  • In the Link Wrapper make the width 80% (under Primary) and centre (under Advanced | Layout)
  • Then add and link sponsor image in right column which is 450 x 150 px

Go to Fluent CRM -

• Send CLIENT OPENING REPORT email template (amend depending on how much before the start of holidays the email is sent)
• Once this is sent advise Support Office of client contact name, business name, email, plan taken, dates

Xero -

• Support Office will issue an invoice for you and cc you into this being sent

Make sure got a task to check paid after 3 weeks. You will need to follow up with Support Office for this who will issue commissions due asap the invoice is paid.

Multi Image Clients eg Estuary Arts

If you have a client that has multiple images to upload one way to get the images into a folder on your computer is to –

• Go to the main page where they have the images
• Right click and save into a folder
• This should save the web page but also a folder with all the images