Proprietary 2009 StoneRiver, Inc. Emerald Web Site Overview Part II How to set up your web site.

Proprietary 2009 StoneRiver, Inc.

Emerald Web Site OverviewPart II

How to set up your web site

Index

Other Features Associates Affiliated Offices Seminars Links Password Protect

Reports Site Status Web Site Traffic Message Log Message Log / Forms

Custom Pages Overview New Page New link to a Web page Manage Site Navigation

Content Selection Content Selection Overview Select Emerald Content

Before Your Begin

www.emeraldsupport.com

We thank you again for purchasing an Emerald® web site. We are sure that you will find it easy to enter and format text, insert images, and create hyperlinks using our WYSIWYG html editor.

Before we start we encourage you to have this guide open in one browser window and the Web site Administrator in another. In the next few slides, we will provide some important tips you should remember as you work with your Emerald Website.

Welcome


Bookmark emeraldsupport.com. We post helpful information to help you manage the Web site.

Consider going through a WebEx training session. Attendees often benefit by the questions raised by other users at the end of the session.

Before You Begin

Tip 1: Bookmark


Access the Web site Administrator by clicking on the Web Site Admin button.

Log into the account by putting in the user name and password in the fields provided.

Lose the User name and Password?

Click the information button for help

Before You Begin

Tip 2: Where to Log In


This will lead to the Home page of the Emerald Web Site Administrator. The dashboard provides access to both Emerald content and customizable Web site sections.

Before You Begin

Tip 2: Where to Log In


Remember: Internet connections can sometimes slow down and even stop working during a session. Safeguard against data loss by by saving changes often.

Before You Begin

Tip 3: Save Often


Preview changes.

At various points, it is important to preview changes in order to test page format.

Consider gathering vital information, content, and images before starting. Make one pass-through of all the fields provided, then preview the site.

Before You Begin

Tip 4: Preview


When previewing, the administrator will provide a reminder that the site being previewed is a private copy of the Web site. Only those who can log into the Web site administrator can see it under development.

Click Close This Window on the Preview Site Disclaimer to review the changes made.

Before You Begin

Tip 4: Preview


If upon previewing, the page returns to the Web Site Administrator page, then a pop-up blocker is active on the browser. Click on the Pop-up info bar and click Always Allow Pop-ups from This Site.

Click View Preview Site again. If the popup blocker has been successfully defeated, then close the pop up disclaimer and advance to a preview of the Web site.

Before You Begin

Tip 5: Pop Up Blockers


When changes are made, the Update Site button turns red. It is best to wait until a complete round of changes are made before clicking it. This way the Broker Dealer compliance department has a chance to review all changes at once. Consider waiting until they approve the changes before making another round.

If you do not click the Update Site button, your broker dealer's compliance department will not see your changes.

Tip 6: Update Site Button

Before You Begin


Compliance departments take between 5 and 10 business days to review and approve changes.

We recommend a visit to Reports / Site Status to view the status of changes submitted to compliance.

Before You Begin

Tip 7: Site Status

If the Web site is attached to Emerald's electronic compliance manager, all posted changes will read "awaiting compliance manager approval". For items that the broker dealer compliance requires further changes, the status message will read, "Previous Changes Rejected". Once changes have been made and approved, the message will change to "Approved moved to the public site".


The Emerald Web site comes preloaded with nine pages. However, we provide up to 20 custom pages as part of the Web site subscription.

Additional pages can be added by selecting either "add a new custom page" or "Add a new link to an outside page"

Custom Pages

Overview


Roll over Custom Pages.

To create a page, start by clicking on add a new custom page.

Custom Pages

New Page

Need extra pages? See the information Icon below


Enter a Page Title. The Link Text is automatically added.

Next, use the text area in the editor to enter custom text.

Click Save Changes when done.

Custom Pages

One can choose to hide the page by erasing the contents in the "Link Text" field

Need help with the Text editor buttons? Click on the Information button

New Page

http://www.emeraldsupport.com/setup_helpers/wysiwyg_tip_sheet.html


Custom Pages

Roll over Custom Pages.

To create a link to a web page on the internet, start by clicking on add a new link to an outside page.

New Link to a Web page


In a new browser window, open the web page where the link should go. Highlight the web address, right click on the highlighted text and click Copy.

Close the browser page.

Custom Pages



Right click in the URL text box and click Paste.

Custom Pages



Type in the Link Text and click Save Changes.

Custom Pages



As a result, one of the pages under the About Us dropdown menu will immediately link to this outside site when clicked.

Custom Pages



In Manage Site Navigation the order of the navigation links can be changed. Click on a link to select it and move it up or down in the list by clicking on the Move Up or Move Down button. Click Save Changes when done.

Custom Pages

Manage Site Navigation


As part of the Web site subscription users are granted access to a library of financial information in a variety of formats, to provide to customers and prospects Choose from a list of Calculators, Newsletters, Research articles and more All have been FINRA reviewed If a Web site is reviewed by a Broker Dealer's compliance department using Emerald's compliance tool, then compliance will determine what content is available to provide to customers

Content Selection

The "Content Selection" is only for choosing content by selecting the check boxes next to the accompanying item. Custom or personal content can not be included in this area

Overview


Click on Calculators.

Calculators

Content Selection


Choose the Calculators to make available on the Web site

Alternatively, choose from up to four calculators that can be featured on the home page. These also must be checked from the list of calculators in order to have them featured

Click Save Changes to store the selection

Calculators

Content Selection


Roll over Content Selection and click on E-Seminars.

E-Seminars

Content Selection


E-Seminars are 5 to 10 minute audio-video presentations. While not as thorough as a comprehensive seminar, they provide general information on key financial topics.

Select from the available seminars by checking them off.

Click Save Changes to save the selection.

E-Seminars

Content Selection


Roll over Content Selection and click on i-Money.

i-Money

Content Selection


iMoney presentations are 2-3 minute audio-video movies that seek to help a person think about their financial habits or customs.

Review these by clicking on the title.

Make selections by checking off the ones to post to the Web site.

Finish by clicking the Save Changes button.

i-Money

Content Selection


Roll over Content Selection and click on Newsletters

Newsletters

Content Selection


Each month Emerald publishes new newsletters. As new ones are posted, those for the same month of the previous year drop off, retaining one year's worth of newsletters.

Select the ones to make available for the Web site.

Click and Save Changes to save the selection.

Newsletters

Content Selection

As with "Calculators", choose from up to four newsletters to feature on the Home page. These also must be checked from the list of available newsletters in order to have them featured


Roll over Content Selection and click on Quote Requests.

Quote Requests

Content Selection


Quote Requests forms provide a way for customers initiate contact. When submitted, one copy is posted to the message log; another is sent as a password-protected PDF file to the email address listed in My Profile.

Check the forms to make available and click Save Changes.

Quote Requests

Content Selection

The password used to access the site administrator will open the file.


A broker dealer compliance department determines what Emerald content will be available on the Web site.

Quote Requests

Content Selection

Should a visit to Content Selection, result in the message "Your compliance manager has not yet approved any of this content for your use", consider contacting the broker dealer compliance department to find out when the content will be made available.


Roll over Content Selection and click on Research Articles

Research Articles

Content Selection


Choose the Research Articles you wish to make available on the Web site and click Save Changes.

Research Articles

Content Selection


Roll over Other Features and click on Associates.

Click on add a new Associate.

Other Features

Associates


Type in the information for this associate and click add.

Other Features

Associates


Click on Photo to add an associate’s photo.

Other Features

Associates


Click on Browse.

Other Features

Associates


Navigate to the location of the file, then double-click on the image you want to use.

Other Features

Associates


Double-click on Upload Now.

Other Features

Associates


The image is shown as it will appear on your website. Size information is also shown.

Other Features

Associates

Need to resize an image? Click on the Information Icon below.


The affiliated offices will appear in the Our Location Page.

Affiliated Offices

Other Features

Roll over Other Features and click on Affiliated Offices.

This feature allows the addition of other offices or satellite locations.


Click add a new Affiliated Office.

Affiliated Offices

Other Features

Enter the vital information for that office. Click add, when done.


Roll over Other Features and click Seminars.

Click add a new Seminar.

Seminars

Other Features


The seminar form provides fields that hold the critical date and time information along with an area to provide descriptive information. Fill in the form, then click add.

Other Features

Seminars

Seminars will appear on the public Web site until the date that you enter passes. Then the seminar will be hidden.

Avoid recycling past seminar entries, as the system retains the old registrants information. Rather , copy the vital information into a new seminar event.


Roll over Other Features and click on Links.

Click on add a new Link.

Links

Other Features


Copy and paste in the Web address for the web site to link to. Type in the Link Text. Include a Link Description if desired. Click add.

Other Features

Links


Password protect allows the addition of a global password for up to two sections of the Web site.

Other Features

Password Protect

When a user clicks on a link to one of these two pages, the Web site will ask for the password to determine if the access should be granted. One password is created per page. It is a global password. Unique passwords cannot be created for a list of users.


To protect a section with a password, click edit.

Other Features

Password Protect


Other Features

Password Protect

From the dropdown, select the Web site page that needs a password to grant access.

Enter the password phrase in the text box below the selected section.

Click save changes to commit.

Use a combination of letters and numbers. Passwords are not case sensitive. Avoid special characters.


The Site Status page is the most important section in the Web site administrator. It offers ready access to all customizable fields or pages by clicking on one of the line items It provides real-time information on the status of all changes made, along with a date stamp. Levels of compliance review are included along with the review status of fields or page at each level of review (branch / home office)

Reports

Site Status

If a broker dealer does not use Emerald's electronic compliance, then when changes are saved and posted they will advance directly from the private web site to the publicly viewable Web site.

If a broker dealer does use Emerald's electronic compliance, then when changes are saved and posted they will advance to the appropriate compliance review tier (Branch manager compliance review and or home office compliance review


Roll over Reports and click on Site Status.

Reports

Site Status


Reports

Site Status

Site Status is divided into columns that show in order, the Field Name of the item, the Current Status of that field, the Status Date to indicate the last time the field was changed and, the Approvals necessary to get the field posted to the Public Web site.


When changes are made to a field or page, the Current Status changes to reflect the current step in the flow that pushes a change from the privately viewable preview Web site to the publicly viewable Web site.

Reports

Site Status


Reports

Site Status

Upon clicking the "Update Site", the Current Status message for the fields or pages changed will also change. For Web sites connected to a broker dealer electronic compliance manager, the changes are their compliance manager screen for review.


Reports

Site Status

Should the broker dealer compliance department determine that further changes must be made before a field or page can be publicly viewable, they will reject the change. This notice will appear next to the item that needs attention.


Once all necessary changes are made and submitted or resubmitted to compliance, the changes are then posted to the publicly viewable site by the broker dealer compliance manager

Reports

Site Status


Roll over Reports and click on Web Site Traffic

Web Site Traffic

Reports


This will lead to the home screen, which displays the current hits by month.

Clicking on any month will show a break down of the hits by day.

Web Site Traffic

Reports

Note the links, "Analysis by Page" and "Analysis by Referral" on the bottom left. These will be discussed in the ensuing slides.

Need to look up an IP address? Click on the information icon below


Clicking on any month will lead to a page that shows hits by day.

Clicking on a day will show the IP addresses from which the hits came

Web Site Traffic

Reports

Personal information is never disclosed by internet providers. Only the IP address is released.


Clicking on "Analysis by Page", at "Reports" / "Web site Traffic" will provide an analysis of hits by page

Web Site Traffic

Reports

Use this to determine which pages are most visited. Consider making the most of the content on that page to retain the interest of the users.


Web Site Traffic

Reports

Clicking on "Analysis by Referral", at "Reports" / "Web site Traffic" will provide a list of the web sites from which the hits came, if the users are clicking a link on an external Web site.

If involved in a marketing campaign that includes having links on different Web sites, this view will allow a review of the status and success of the marketing campaign. Adjust the campaign and links as needed.


Roll over Reports and click on Message Log

Message Log

Reports


Along with sending an email message to the email address listed in My Profile, Important status messages will also be posted in the message log

Reports

Message Log


Roll over Reports and click on Message Log / Forms Submissions

Message Log / Forms

Reports


As with the Message Log, form submissions are emailed to the address listed in My Profile as a password protected PDF file. These are also stored here for review.

Reports

Message Log / Forms

Use the password that allows access to the Web site administrator to open the PDF file.

www.emeraldsupport.comProprietary 2009 StoneRiver, Inc.

End of Part 2

Proprietary 2009 StoneRiver, Inc. Emerald Web Site Overview Part II How to set up your web site.

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