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how can you setup SMO, Integration, News API and Team Management?
Posted by BizOmart HelpDesk - Manish Parihar on 18 July 2018 06:03 PM

First, click on this option:

Here you will get different options like Affiliate, Social, SMO, Integration, News API and Team Management.

For Affiliate and Social settings, we have created a separate PDFs. Kindly go through them. So, I start with SMO Settings.

Select SMO:

With the help of SMO settings, you can connect with your social audience easily.

 

There are 3 different tabs in SMO settings section. Social Account Detail, Design Option and Display options.

First is the Social Accounts Details tab. Here you can put your Facebook, Twitter, LinkedIn, Google+ Channel and Pinterest Page URL so that your customers will follow you on these different social media.

Once you fill all these URL’s, Click on Save.

Then next is Design Option.

 

Here you can choose the design and animation you want for your icons and then Click on Save.

Then Last is Display option.

From here you can allow your customer to share your product on their social media platform such as if you want that customer share your product on Facebook then make it On so the Facebook icon will show for sharing.

Same as you can do with Twitter, LinkedIn, Google+ and with Pinterest to make it ON for sharing and then click on Save.

Next is Integration:


Here you can integrate your leads with Top Autoresponders, CRMs and Webinar Application.

First Select Autoresponder, here you get few top autoresponder options like MailPrimo, MailZingo, MailChimp, iContact etc., through which you can integrate NinjaShoppe by filling API details and then click on Save API Credentials.

Then go to CRM section. Here you can get 3 popular CRM options: SalesForce, SalesForceIQ, and InfusionSoft. In SalesForce, you need to enter Consumer Key and Consumer Secret. In SalesForce IQ you need to enter API Key and API Secret and in Infusion Soft you need to enter Client ID and Client Secret and then click on Save & Update.

In the Webinar section, you can integrate with GoToWebinar by entering the Consumer key and then clicking on Save API Credentials.

Next setting option is News API.

Here you can add your news API by select the News API source from the given sources in the dropdown.

And then enter your News API key to integrate with it and then click on Save.

Last option is Team Management:


Here you can manage, assign roles and give privileges to team members and Subscribers.

Here you can Add New user to manage your account by using Add Team Member button located on the top right corner in the section.

You will be asked to provide the Name and email of your users. Then you can assign role to the user by selecting the User Level. There are 3 users level are available in the list.

 

To the Admin level, provide access of top level privileges like full access of software. Same settings for Manager, provide the access of midlevel privileges like add, delete, manage & promote products and the Analyst users level provide the access of limited privileges like access of Reports.

 

There is an additional option in this menu title Custom and it will allow you to grant privileges of choosing to new user.

Once you set up your new user, simply click on Save.

Now here you can check the list of all your created Team Member along with their Name, Email, Role which they have.

You will be able to manage and delete them any time as well under the Action Tab.

You can also search the member using search bar and show the number of entries per page as per your needs.

Second is Subscriber Management.

Here you can manage your subscribers by click on the Integration Settings button which is located on the top right corner in the section.

Here you can manage your subscribers with Top Autoresponders, CRMs and Webinar Application.

First Select Autoresponder, and the respective List which you want to add and then click on Save Details.

Then go to CRM option. Here you will get a dropdown from which you can select a CRM SalesForceIQ, Sales force, InfusionSoft and select its respective List.

Similarly, in Webinar setting, you can select a GoToWebinar from the dropdown and its respective list.

Then once you set up, just click on Save Details button.

Now here you can check the list of all your Subscribers along with their Name, Email, Contact No. etc which they have.
Hence, this is the way we can setup SMO, Integration, News API and Team Management.

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