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Sending a Client Invite to the Customer Portal

You can now invite your customers to the Customer Portal through ARC > Accounts > Accounts > under the client click Contacts > Under Customer Portal Actions click Invite. Here is a quick tutorial! How to Invite a Client to the Customer Portal https://embed.app.guidde.com/playbooks/m9gTCH9DUTf386ALPiSFCS This guide will walk you through inviting a client to the Customer Portal using ARC. Go to citylifestylehq.com 1. Customer Portal Access It is important to make sure your clients are invited to the Customer Portal as it provides them access to upload their monthly ad insertions, create and update their digital portal, view and pay invoices, and access to their contractual agreements. Clients who utilize their customer portal will have the empowerment to navigate with flexibility and ensure accuracy with all services. Customer Portal Access 2. Click "Accounts" In ARC click on the Accounts page on the left hand side. Click 'Accounts' 3. Click "Accounts" Navigate to the accounts section Click 'Accounts' 4. Click on Account Name Search for the client and click on their Account Name. Click on Account Name 5. Click "Contacts" Access the contacts menu Click 'Contacts' 6. Click "Invite" If the account has multiple contacts listed, determine which contact you are needing to send the invitation to and click Invite under Customer Portal Actions. Click 'Invite' 7. Invite Sent A pop up will confirm the invitation was sent. Invite Sent 8. Customer Portal Invitation Clients will receive an email sent on the Publisher's behalf with a link to access the customer portal as well as advertising specifications, content guidelines and more important information. Customer Portal Invitation This guide walked you through sending an invitation to the Customer Portal through ARC. Powered by guidde

Last updated on Jan 12, 2025

Print Ready Ad Production Process for Clients

Print Ready Ad Design Production Process (Client POV) https://embed.app.guidde.com/playbooks/6mcrW1w1JP5pwrTRMTgKxK Welcome to the Quality Control process overview! This guide will walk you through what to expect after submitting your ad to City Lifestyle and the next steps to getting your ad approved for print. 1. Understanding Changes in production After creating the ad using City Lifestyle’s ad specifications, clients need to submit it to the Customer Portal. Our QC team will review the ad to ensure it meets all quality and content requirements. Understanding Changes in production 2. The initial deadline to submit the ad will be listed at the top of the ads tab in the customer portal. You will also see the deadline in a red box attached to the most upcoming insertion that is associated with that deadline. 3. Deadlines Clients should Submit their ad as early as possible to allow for feedback and revisions if needed. Clients can also request their publisher to review the ad prior to QC submission for additional guidance. Deadlines 4. Ad in Review Once the print-ready ad is submitted, the status in the Customer Portal will update to 'Ad in Review.' This status confirms that the QC team has received the ad and is actively reviewing it to ensure it meets all quality standards. Ad in Review 5. Revisions needed If adjustments are needed, QC will send an email with detailed feedback. The ad status will update to Needs Revision in the customer portal. Revisions needed 6. Revision Details Clients should review the feedback, correct the issues, and resubmit the corrected ad back to the QC team for another review. It's important to note that City Lifestyle will not be able to edit any elements of a print ready ad. All required revisions must be completed by the client promptly to allow sufficient time for the ad to be resubmitted, reviewed, and approved during QC before the Final Deadline Date and Time. Revision Details 7. Ad in Review Once your print-ready ad is submitted, the status in the Customer Portal will update back to 'Ad in Review.' This status confirms once again that the QC team has received the ad and is actively reviewing it to ensure that the revisions allow the ad to meet the ad specifications and content policies. Ad in Review 8. Ad Approved Once your ad meets all standards, QC will approve it for print. Ad Approved 9. Final Ad Deadline Ads must be in approved status by the final submission deadline to secure its spot in the upcoming issue. If an ad is not approved by the deadline, a previously approved ad may be used instead. In one is not available, a house ad will run in its place. Note that clients may still be invoiced for this insertion. Clients need to have a clear understanding of their ad deadlines to avoid this. Final Ad Deadline The guide walked you through the print ready ad and QC Production process. Powered by guidde

Last updated on Jan 12, 2025

How to Upload a Print Ready Ad in the Customer Portal

How to Upload a Print Ready Ad (Client POV) https://embed.app.guidde.com/playbooks/tESRtYBuZV4aJkBX9kLfXj This guide will walk you through the process of uploading a print-ready ad in the client portal. Go to citylifestylehq.com 1. Providing a Print-Ready Ad Providing a print-ready ad ensures clients have full control over the design, layout, and messaging of their ad, allowing them to maintain brand consistency and meet specific advertising goals. It also speeds up the production process, reduces the potential for errors or misinterpretations, and eliminates additional design costs, ensuring the ad is printed exactly as envisioned. Providing a Print-Ready Ad 2. Click "Ads" In the customer portal, select the Ads icon located from the menu on the left hand side of the page. Click 'Ads' 3. Click the + on the correlating issue Locate the insertion by month you are wanting to upload for and click the gray plus sign. Click the + on the correlating issue 4. Upload a Finished Ad Under Upload a Finished Ad click Select Upload a Finished Ad 5. Click "Upload Provided Ad" Click the green "Upload Provided Ad" button located towards the top left side to upload your Print Ready Ad PDF file. Click 'Upload Provided Ad' 6. Review Ad and Submit Once the ad has been uploaded, verify the Additional Specifications on the right-hand side have green check marks. Green checkmarks indicate the file meets that guideline. If there is a red X this indicates an issue with one of the guidelines and will need necessary revisions to the file before proceeding with the submission. Click Submit when all specifications are met. Review Ad and Submit The guide covered how to upload a print ready ad in the client portal. Powered by guidde

Last updated on Jan 12, 2025

How to Set Up a Digital Listing Profile in the Customer Portal

How does my client set up their digital listing profile? How to Set Up a Digital Listing Profile in the Customer Portal https://embed.app.guidde.com/playbooks/eYp1nGfwH8UJnMA1JiCG6Z This guide will walk you through setting up a digital listing profile in the Customer Portal. Go to citylifestylehq.com 1. Setting up a Digital Listing Profile in the Customer Portal Setting up your digital listing profile makes your business more accessible, helps build your brand online, and ensures all business details are accurate and engaging. The details you provide in your profile are optimized for search engines and linked to Google, making your business more visible in search results and improving its discoverability through SEO. Setting up a Digital Listing Profile in the Customer Portal 2. Click "Digital" Open the customer portal and navigate to the digital tab on the left side bar Click 'Digital' 3. Click "Profile" Navigate to the "Profile" tab. Click 'Profile' 4. Upload Profile Images This page is where you will enter your business information. First upload your logo and banner image as well as any additional photos. Here are the recommended photo sizes Upload Profile Images 5. Enter Business Name and select a Category Scroll down and enter your business name and select a business category from the drop down menu Enter Business Name and select a Category 6. Add relevant tags Next type in relevant tags for your business. These tags are pre-registered and will populate as you type. If a tag does not appear, it is not available. Add relevant tags 7. Fill in the About Us section & Contact Information Scroll down to continue. Enter a blurb about your business in the About Us section as well as contact information to display in the listing. Fill in the About Us section & Contact Information 8. Link social profiles Next link your social profiles. Link social profiles 9. Enter business address or service area Below you can choose between entering your business's physical address or a service area. Enter business address or service area 10. Submit changes Click the green "Submit Changes" button in the bottom right corner to save Submit changes 11. Please allow two business days to review edits At the top of the page you will see a confirmation of your edits. Please allow two business days for our team to review and publish. Please allow two business days to review edits 12. View Profile To preview your profile click "View Profile" in the left side bar View Profile This guide covered the steps to set up a digital listing profile in the Customer Portal. Powered by guidde

Last updated on Jan 12, 2025

How to Repurpose a Past Ad in the Customer Portal

How to Repurpose a Past Ad (Client POV) https://embed.app.guidde.com/playbooks/6YJSimigapXUa2FPLfswV3 This guide will walk you through the process of repurposing a previously ran ad the client portal. Go to citylifestylehq.com 1. Why repurpose a past ad? Repurposing a past ad reinforces brand recognition and maintains consistency, strengthening the brand’s identity and familiarizing the audience with the messaging. Repurposing an ad is also a time-saving and cost-efficient option, helping clients meet deadlines and avoid the expense of creating a new design. Why repurpose a past ad? 2. Click "Ads" In the Client Portal, click Ads on the left hand side Click 'Ads' 3. Click the + on the correlating issue Click the plus sign for the correlating issue you are uploading the ad for Click the + on the correlating issue 4. Repurpose a Past Ad Under Repurpose a Past Ad click Select Repurpose a Past Ad 5. Select ad Select the ad you would like to repurpose. Select ad 6. Conditions for Repurposing an Ad If the ad was created by City Lifestyle's production team, you have the option to repurpose it as is or request minor changes, since the production team already has the necessary files for quick revisions. However, if the ad was originally created and submitted by the client as a print-ready ad, it can only be repurposed as is, with no revisions allowed. Conditions for Repurposing an Ad 7. Request Revisions or Submit Ad If no revisions are needed, click the green "Submit" button to proceed with repurposing the ad as is. If revisions are allowed and needed, scroll to the bottom of the page and click the red "Request Revisions" button. Request Revisions or Submit Ad 8. Upload new files and add request notes Upload any new images in the "Files" field, and provide new or updated copy along with any relevant notes in the "Notes" field. Click submit to submit the ad and revision request. Upload new files and add request notes 9. Proofs & Revisions The design team will send a proof for your review and approval following any revision requests. You may approve the ad or request further changes, with up to 6 proofing rounds available. Proofs & Revisions This guide covered how to repurpose a past ad in the client portal. Powered by guidde

Last updated on Jan 12, 2025

How to Navigate the Invoice Tab in the Customer Portal

How to Navigate the Invoice Tab in the Customer Portal -Client POV https://embed.app.guidde.com/playbooks/4yVNrTZQNhWr6k957RKz7G This guide will teach you how to navigate the Invoice Tab in the Customer Portal. Go to citylifestylehq.com 1. Navigating the Invoice Tab in the Customer Portal Navigating the Invoice Tab is essential for managing your financial relationship with the publication. It allows you to review issued invoices, check outstanding balances, track payment history, and make timely payments to avoid late fees. By effectively using this tool, you can ensure accurate record-keeping and smooth financial operations. Navigating the Invoice Tab in the Customer Portal 2. Click "Invoices" In the Customer Portal, click the Invoices tab on the left hand side Click 'Invoices' 3. Select which invoices to view In the drop down menu, select if you would like to see all invoices or just unpaid invoices. Select which invoices to view 4. Pay balance or select an invoice Here you can click the Pay Balance button or select a specific invoice. Pay balance or select an invoice 5. Click "Pay Now" After selecting the invoice, you will see the invoice number, issued date, name, amount and amount due. Click the Pay Now button to make the payment. Click 'Pay Now' 6. Enter amount and select payment method Enter the amount you would like to pay and select a payment method you have on file. Enter amount and select payment method 7. Click "Add Payment Method" You can also add a new payment method by clicking Add Payment Method. Click 'Add Payment Method' 8. Click "Pay Now" Proceed with payment. Click 'Pay Now' 9. Click "Download PDF" You can also view a more detailed invoice by clicking Download PDF. Click 'Download PDF' 10. Invoice PDF Here is an example of what the PDF will look like including all of your information, the publisher's information, invoice number, that month's issue, etc. Invoice PDF This guide covered essential steps like accessing invoices, selecting specific invoices, making payments, and downloading invoices in PDF format in the Citylifestylehq application's Invoice Tab. Powered by guidde

Last updated on Jan 12, 2025

How to Navigate the Agreements Tab and Autopay in Customer Portal

How to Navigate the Agreements Tab and Update Autopay Method in Customer Portal (Client POV) https://embed.app.guidde.com/playbooks/nQBaFrGPmzozuggbFjDzBF Learn how to efficiently manage your Agreements and Payment Methods in the Customer Portal. Go to citylifestylehq.com 1. Click "Agreements" In the Customer Portal, click on the Agreements tab on the left hand side Click 'Agreements' 2. Click on current agreement On the next screen, you will be able to view both past and current agreements by clicking on the date of the agreement in the rectangular box. Click on current agreement 3. View Agreement Summary Here you will see a summary of your agreements information such as Magazine Title. Ad Size, Length of Agreement, Ad Rate and any Agreement Notes View Agreement Summary 4. Click "View Details" You can also view each individual monthly insertion by clicking on "View Details". Click 'View Details' 5. View Autopay Method Towards the bottom of the page you can view the current payment method you have set to autopay. You can change it to another payment method on file by clicking the drop down. View Autopay Method 6. Click "Add Payment Method" To add a new payment method, click the green button to the right of the page. Click 'Add Payment Method' 7. Add New Payment Method Here you can add a credit card or bank account as your new payment method. After filling each field, click Save. Add New Payment Method 8. Click "Save" On the main page of the Agreement Tab, click Save in the green box at the bottom to ensure the new information is saved on file. Click 'Save' 9. Click "Save" To view the Full agreement with terms and conditions. Click on the Download PDF or Terms and Conditions links below the Save button. Click 'Save' This guide covered navigating the agreements tab, updating the autopay method, and managing payment methods effortlessly in the Customer Portal Powered by guidde

Last updated on Jan 12, 2025

How to Create a Digital Promo in the Customer Portal

How to Create a Promo in the Customer Portal -Client POV https://embed.app.guidde.com/playbooks/fRTVjbtc4FNUM9xYfskDWQ This guide will walk you through how to create a promo in the Customer Portal. Go to citylifestylehq.com 1. Benefits to Running Promos Premium Digital Services offer Promos that are an effective tool to engage audiences, capture valuable leads, and drive traffic to your website or special landing pages. By selecting the right promo type, you can enhance your marketing efforts to meet specific business goals, such as increasing leads or driving sales. Benefits to Running Promos 2. Click "Digital" In the Customer Portal, click the "Digital" tab on the left hand side Click 'Digital' 3. Click "Leads" Access the Leads section. Click 'Leads' 4. Click "+ New Promo" On the right hand side click "New Promo" Click '+ New Promo' 5. Select Promo Type In the Promo box, select the type of promo you would like to run. Select Promo Type 6. Promo Types & Benefits There are three different types of promos. The Standard Promo simply directs users to another webpage to use the code. An Email Capture Promo helps grow your email list by asking for an email address in order to receive the code. Lastly the Phone Capture Promo gathers phone numbers as it sends the code via text. This allows for easy follow-up and engagement. Promo Types & Benefits 7. Enter Promo Title and Description Once you've selected the type of promo you would like to run, enter a short, catchy title that will appear on the promo card. Next write a brief description explaining your offer. This will also appear on the promo card. Enter Promo Title and Description 8. Select Promo Dates Next select the start and end dates for your promotion. These dates will be shown on the promo card. Select Promo Dates 9. Optional Link Title and URL For the Standard Promo, it will allow you the option to add a link title like "Learn More" or "RSVP" as well as if you want to add a URL to direct users to a specific webpage. Optional Link Title and URL 10. Enter Promo Code If you selected an Email Capture Promo, simply enter the promo code that will be sent after the user submits their email address. Enter Promo Code 11. Preview Phone Capture If you selected a Phone Capture Promo you can preview the text message the recipient will receive once you enter the code. Preview Phone Capture 12. Click "Activate" Once you have entered all of the information for your promo click activate to finalize the promotion. Click 'Activate' 13. Track Promos and Leads on the Leads Page On the main Leads page, you can view your active or inactive promos, track leads, download them via CSV, and access your promo URL. For Email Capture and Phone Capture promos, leads will automatically be added to the Leads List. Track Promos and Leads on the Leads Page This guide covered the process of creating a promo in Citylifestylehq's Customer Portal. Powered by guidde

Last updated on Jan 12, 2025

How to Create a Digital Article in the Customer Portal

How to Create a Digital Article in the Customer Portal https://embed.app.guidde.com/playbooks/wd8sV3hhLty7WibYNWqNpq This guide will walk you through the process of creating a digital article in the Customer Portal. Go to citylifestylehq.com 1. Benefits to Publishing Digital Articles Publishing digital articles is a great way to connect with your audience, boost your brand's online visibility, and establish authority in your industry. By sharing engaging, informative content, you can improve SEO, driving more organic traffic to your site. It also helps you share valuable insights, promote your business, and build a loyal following, all while enhancing credibility and trust with your readers. Benefits to Publishing Digital Articles 2. Click "Digital" Click on the Digital tab on the left hand side Click 'Digital' 3. Click "Articles" Access the articles section. Click 'Articles' 4. Click "New Article" Click "New Article" in the top right corner Click 'New Article' 5. Click "Update Image" First, upload the image you want to display at the top of the article Click 'Update Image' 6. Fill in the title, subtitle, author and photographer Enter the title, subtitle, author and photographer. Fill in the title, subtitle, author and photographer 7. Enter content Scroll down to enter the article content. You can format the content with the tools above. Enter content 8. Add additional content Below you can add additional content such as a new text box, photos or even video footage to create a more engaging article. Add additional content 9. Click "Next" When your article is complete, click Next in the top right corner Click 'Next' 10. Select a target publish date and business category This will take you to the settings tab. First you can select a target publish date if you would like. The article will be published on this date once it is approved. If no date is selected the article will automatically publish the day after it is approved. You will receive an email confirmation of the article’s approval and a second email for when it is live on the site. Next select the business category your article relates to. Select a target publish date and business category 11. Tag business, acknowledge partner content and select publication Scroll down to add subcategories if you would like. Tag the business the article is featuring and if a company is paying for the article to be published you will select "sponsored content". Select the publication the article is in association with as well. Tag business, acknowledge partner content and select publication 12. Fill in SEO information In the SEO settings the Canonical URL will automatically populate with your title but you can edit it here if you would like. Enter a concise, descriptive title tag that will appear in search engine results. This should include relevant keywords and accurately describe the content of your article. Next write a brief summary (Approx 160 characters) that provides a clear overview of the article's content. This description will appear in search engine results and should entice users to click on the article. Fill in SEO information 13. Click "Submit". Your article will be reviewed and published within two business days. At the top of the page click submit to submit the article for review. Your article will be reviewed and published within two business days after approval. Click 'Submit'. Your article will be reviewed and published within two business days. This guide covered the comprehensive process of creating a digital article in the Customer Portal. Powered by guidde

Last updated on Jan 12, 2025

Ad Revision Actions

Understanding common revision requests and their solutions helps ensure that your ads look their best, align with City Lifestyle’s quality standards, and are ready for publication without delays. By addressing these common issues proactively, you can avoid potential disruptions, ensure your ad is clear and visually appealing, and maintain the professionalism your brand deserves. Following these guidelines allows for a smoother process and ensures your message resonates effectively with your audience. Common Revision Requests and Solutions | Revision Request | Explanation | Solution | | Low Resolution | The image or ad quality is too low, leading to pixelation in print. | Submit a high-resolution image (300 dpi) for clear print quality. | | Blurry or Unclear Image | The image appears blurry or lacks clarity. | Ensure images are sharp and high-quality; replace blurry images as needed. | | Spelling or Grammar Error | There is a typo or grammatical error in the ad text. | Review and correct all text errors; proofread carefully before resubmitting. | | Incorrect Ad Dimensions | The ad does not match the required size specifications. | Resize your ad to the specified dimensions, including bleed requirements. | | Safe Area Violation | Important elements fall outside the safe area and may be cut off in print. | Keep essential content within the designated safe area. | | Expired Offer/Coupon | The coupon or offer has an outdated expiration date. | Update the offer or coupon to a valid date for the issue month. | | Out-of-Season Ad Content | Ad content is irrelevant for the publication’s season (e.g., holiday ad in a non-holiday month). | Adjust content to match the season or timing of the publication issue. | | Non-compliant Content | Content does not meet City Lifestyle’s content policies. | Work with your publisher to revise the content according to City Lifestyle’s guidelines. | | Multi-Page File Submission | Ad file includes multiple pages instead of a single-page format. | Submit as a single-page file; ensure the file format meets submission guidelines. | | Incorrect Color Profile | The ad was submitted in RGB color, which may not print accurately. | Convert the ad to a CMYK color profile to ensure accurate color reproduction in print. | | Unauthorized Use of CL Logo | The ad includes the City Lifestyle logo without prior authorization. | Remove the logo or seek permission if needed; comply with City Lifestyle’s brand guidelines. | | Cut-Out Style Coupon | The coupon is formatted for cut-out, which is not allowed. | Adjust to a promo style design to fit within the ad, avoiding any cut-out style. |

Last updated on Jan 12, 2025