Create an Exchange
- Read the chapter titled “Exchanges Feature in Detail” in
the Administration Manual.
- Verify that the Exchanges Feature is activated. See
tutorial called “Activate the Exchanges Feature”.
- Create an Exchange Notification Broadcast Template. See
tutorial called “Create an Exchange Notification Email”
- Click the Exchange add icon on the Site Administration
Menu.
- On the Exchange Management page enter the name of the
exchange into the Exchange Name field.
- Enter the maximum number of free listings a single user
may have active at one time in the exchange. If an amount greater than
zero is entered in the New Listing Fee field then visitors will be
presented with a payment form when they exceed the maximum free listing
quantity. If the amount in the New Listing Fee is zero, then the visitor
will not be allowed to enter more listings than the Maximum Free Listings
quantity.
- Enter into the Expire Days field the number of days when a
listed item will no longer appear on the exchange’s items lists.
- Enter into the New Listing Fee field, the price to be
charged per listing.
- Enter into the Renewal Listing Fee field the price to be
charged for a renewal of a listing.
- Set the Pay Online field to Yes, if visitors will be able
to pay for listings using there credit card online.
- Set the Pay By Mail field to Yes, if visitors will be able
to select pay buy check.
- Set the Taxable field to Yes, if the contact adding the
exchange listing will be charged sales tax on the Exchange Fee. (The
applicable tax rate is based on the customer’s ship to address.)
- Select a Menu if a menu to be displayed as part of the
Exchange pages in the visitor portion of the site. Menus are defined
using Menu Builder. The Menu Type must be set to Exchange Listing Menu.
Note that the menu’s location on the page and its style may vary for each
template. Typically the menu is displayed on the left side of the page.
- Select the Notification Email you created in earlier step.
The template selected in this field will be broadcast each time an item is
added to the exchange.
- Enter, into the Exchange Fields Section Label field, a
descriptor that will appear in the top section of each listing record for
the exchange.
- Select and indicate sort order for desired exchange fields
to show on add, search and view visitor exchange pages. Some labels fill
in by default (our demonstration exchange is a job posting exchange we
created for a personnel association so we keep those as defaults) but they
may be changed. This is a complex procedure and we suggest that you print
a copy of the section titled “Exchange Management Page” in the chapter
titled “Exchange Features in Detail” of the Administrator Manual.
- Add column – Enter number to indicate sort order and to
activate the field and displays it on the Exchange’s Add New Listing
form.
- Require column – checking this causes the Add New Listing
form and the Update Listing form to require the user to supply a
value in this field.
- Search column – Enter number to indicate sort order and
to activate the field and displays it on the Exchange’s Search Listing
form.
- Matches column – Enter number to indicate sort order and
to activate the field and displays it on the Exchange’s Matches grid.
e. View
column – Enter number to indicate sort order and to activate the field and
displays it on the Exchange’s View Listing forms.
- Select and indicate sort order for desired contact fields
to show on add, search and view visitor exchange pages
- Check the desired columns in the Listing Information tab
section.
- Add column – Check to activate the field and displays it
on the Exchange’s Add New Listing form.
- Search column – Check to activate the field and displays
it on the Exchange’s Search Listing form.
- Matches column – Check to activate the field and displays
it on the Exchange’s Matches grid.
d. View
column – Check to activate the field and displays it on the Exchange’s View
Listing forms.
e. Limit
To Members Only – includes list box to select whether the listing should be
accessible for all visitors or Members Only.
f. Reference
ID – displays the record ID assigned by PORTALPRODIGY.
g. Posted
Date – displays the date the listing was added.
h. Last
Update Date – displays the date the listing was last modified.
i.
Expires Date – displays the date the listing expires.
- Enter appropriate data into the Add Listing Page Options
- Page Title – enter a title for the visitor page.
- Instructions – enter instructions to be displayed below
the Page Title. Instructions may be entered as plain text or HTML. The
HTML Editor feature may be used to create and edit the Instructions as
HTML.
- Verification Title - enter a title for the verification
page.
- Verification Instructions - enter instructions to be
displayed below the Verification Page Title
- Return to Page – indicate which page or URL to display
when the Add Listing Page is closed. Click on the edit icon to input a
link.
- Enter appropriate data into the Update Listing Page
Options
- Enter appropriate data into the Search Listing Page
Options
- Enter appropriate data into the View Listing Page Options
- Set the Active Field to Yes
- Set the Chapter ID if your site uses multi site
synchronization
- Select Privacy settings
- View Listing – Members of the security groups checked
here will be able to view listings but not necessarily update and delete
listings.
- Add & Update Listing – Members of the security groups
checked here will be able to view their listings and update and delete
their listings.
- Click on Save button