Agency Training - The Boston Globe

Transcription

Agency Training - The Boston Globe
The Boston Globe
Ticket to the Arts Self Service Portal
Agency Training Document
The Boston Globe
Boston.com
Created 2013
Table of Contents
Table of Contents .............................................................................................................................................................. 2
Introduction....................................................................................................................................................................... 2
Important information regarding your ad......................................................................................................................... 2
Subordinate\Client Functionality Concept ........................................................................................................................ 3
Agencies: Placing a Ticket to The Arts portal ad ............................................................................................................... 3
Contact Us ....................................................................................................................................................................... 11
Introduction
The Boston Globe recently launched a new Ticket to The Arts self service system. We have streamlined the ad
ordering process and introduced new features and functionality. One of those features is the
‘Subordinate\Client’ functionality. This new feature allows agency representatives to create, edit and delete ads
on behalf of their clients. Other features of the new self service system include the ability to upload color images,
receive immediate proofs and price quote, and invoicing options.
Important information regarding your ad
You may use the self-service application which is located at boston.com/tickettothearts.com
The deadline for submitting an ad with or without an accompanying logo is 4:30 p.m. on Wednesday, one week
prior to publication. Deadlines may be changed on holidays. Please check The Boston Globe newspaper for
holiday deadline information or call us at 617-929-8350. We encourage you to submit you ad as early as
possible. The Boston Globe Ticket to the Arts ads appear in the G section of the newspaper each Wednesday,
Thursday, and Friday.
The Boston Globe
Boston.com
Created 2013
Subordinate\Client Functionality Concept
In an effort to streamline the ad ordering process, and make it easier for our Agency customers to manage their
client’s ads, The Boston Globe has introduced the ‘Subordinate \ Client’ functionality to the self service system. This
functionality allows agencies to create, edit, and delete ads on behalf of their clients.
In the example below, the company Performing Arts is the agency, and clients A and B are subordinate clients to the
Performing Arts account. Please note: An agency account can have more than one client, since most agencies have
more than one customer.
Figure 1: Agency\Client relationship
Agencies: Placing a Ticket to The Arts portal ad
Please use the steps below to successfully place a Ticket to The Arts ad through the self service portal.
Step 1 – Using your supplied username and password, log into The Boston Globe Ticket to the Arts system
located at http://boston.com/tickettothearts.com
The Boston Globe
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Created 2013
Figure 2: Logging into the portal
As an agency, you have subordinate (Client accounts) linked to your account with the ability to select any one of
those subordinates and log in as that account and create an order in the system. Your subordinate users (your Client
accounts) are available in the menu below. You can also type characters to filter a long subordinate list.
Step 2 – Take note that you are logged into the system with your agency account. Next, highlight a customer (Client
account) that you would like to place an ad for, and select the ‘Switch user’ button.
It is important to NOT place an ad directly using your agency account. You must first log into your agency account,
then select the appropriate client account to place a Ticket to The Arts ad on their behalf.
Figure 3: Switch user account
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After selecting the ‘Switch user’ button, you should now be logged into the system as the client you selected above in
step 2.
Figure 4: Switched to client account
Step 3 – To create a new ad, select the ‘New Ad’ button.
Step 5 – Select one of the categories.
Figure 5: Select New Ad
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Created 2013
Step 6 – Select an Ad Package type.
It is important to select a one week duration package if you anticipate submitting weekly changes to your ad.
Figure 6: Select Package Type
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Step 7 – Customize your ad.
Figure 7: Customize your Ad
Please take care to note that the title should not exceed two lines. A line fits approximately 32 characters. In
addition, your body text should not exceed the line amount you selected above in step 6.
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Step 8 – Proof your Ad
Figure 8: Proof your ad
On this page, you may proof your ad by selecting the link ‘Preview your ad’. You may view, save, or print your ad.
Hint: Agencies find it useful to save the ad locally to their computer, and then forward the ad to their client for
approval before proceeding. If you choose to do this, you may select the ‘Save for Later’ button. The ad will save on
the ‘MyAds’ page.
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Created 2013
Step 9 – Schedule Your Ad.
To select the days your ad will publish, click on the available date(s) (light grey background). Your selected
publication date(s) will be highlighted in yellow. To deselect a date, click on the date again.
Total ad cost will update and display in the right column.
Figure 9: Schedule your Ad
The Boston Globe
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Created 2013
Step 10 – Select payment option. You may choose to pay by credit card, or by invoice. If you are paying by credit
card, it is important to enter the credit card holder’s billing address as it appears on their statement.
Once the ad has been purchased, it will be automatically submitted to a Boston Globe representative. Your ad will be
reviewed and a Boston Globe representative will contact your agency to confirm the submission. Once the ad has
been approved, the ad will run in print as scheduled.
Logout of the system - By selecting the logout button at the top of the page, you automatically switch back to your
agency account. You may elect to place another ad for a different customer (by selecting another client account as
outlined in step 2), or log out of the system entirely.
The Boston Globe
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Created 2013
Contact Us
For questions, or to add a new client to your agency account, please call us at: 617-929-8350
You may also email us directly at: [email protected]
Please note, our customer service hours are Monday - Friday 9:30am - 5:00pm
You may view the Frequently Asked Questions (FAQ) online at: http://boston.com/tickettothearts.com
The Boston Globe
Boston.com
Created 2013