| Setting up the White Label system is relatively quick and simple with only a basic understanding of HTML needed. Please read the following guide for a step by step overview of the main procedures.
Overview
1. Accessing your White Label Control Panel
2. Designing your Header and Footer banners
3. The Theme Manager
4. Setting up your Retail Prices
5. Adding your own Custom Products and Services
6. Setting up your Customer Payment Options
7. Test and Finalise
8. Marketing Tips
1. Accessing your White Label Control Panel
Once you have registered your account you will be redirected to the White Label Control Panel, this is simply an extension of the main HIP Manager Control Panel.
To get an understanding of how the system works it is worth having a look at the current front-end order page in its original format. When we say front-end we actually mean the pages that your customers will access. You can view the front-end by clicking on the link labelled 'Click here to view your LIVE system'.
You will notice a header and footer placeholder. We will shortly replace these with your custom HTML. The HTML will bring the page to life with your own company branding! The order form will be styled using our default blue theme, you will also be able to infuse these pages with your own colour scheme using the built in 'Theming System'.
2. Designing your Header and Footer Banners
OK so we have seen the basic page layout, now we need to inject a little HTML into the banner placeholders. From your White Label control panel click on the option labelled 'Configure your design settings', and then click on the link to modify your header and footer banners. On the proceeding screen there will be two (currently empty) tables that will list your presaved headers and footers. You can create multiple banners and hot-swap between them from here. This makes it easy to rapidly change the design of your front-end system and experiment with different styles.
To create a new header banner please click on the corresponding link. From here you can simply paste in the HTML code for your banner. Below are some important pointers to help you format your HTML code:
Avoid using , and tags. The HTML code you provide will be nested into these tags anyway so adding your own will duplicate the originals and may cause unusual effects!
When referencing images, flash, javascript or css includes in your code, please ensure you use the full virtual path. This is essential when referencing resources on a different domain. We recommend where possible you upload any images to our server using the form provided, this will increase access times.
Using your own CSS style sheets is fine but please ensure they don't conflict too much with the underlying CSS we use to control the core aesthetic attributes.
Keep your banners relatively thin. Thick headers in particular push the main interactive content down the pages making the system less user friendly for people with low screen resolutions.
Compress any images as much as you can. If your banners are peppered with large uncompressed images then this is a sure way to rapidly lose the interest of your customer.
What can I do if I don't understand HTML?
If HTML code looks like a nonsensical stream of garbled text you have a number of options. You can either try to copy and paste blocks of code from your existing website (this can be done from your web browser or web creation software). Alternatively why not contact us and we may be able to create the banners for you based on your current website design.
3. Theming Manager - Setup your colours, fonts, borders and buttons
The White Label system incorporates a sophisticated theme manager that will enable you to easily customise many different elements of your front-end pages. To access the theme manager simply click on the option labelled 'Configure your design settings' from the Control panel then click on the Theme System Link.
Importing a System Theme
For your convenience we have created 12 presaved themes that you can quickly import to your account. To import a system theme simple click on the 'Import System Theme' button then select the template from the drop down menu.
Create a new Theme from Scratch
When you access the theme manager you will notice a red box in the top left hand portion of the screen, this contains a drop down menu listing all the individual elements that can be controlled. When an element is selected a list of associated variables will appear so you can fine tune the style.
Saving your Theme
At any point you can save your theme by clicking on the corresponding button within the theme manager. You will then be prompted to insert a name for your theme template. Check the box to simultaneously load the theme onto your front-end system. There is no limit to how many different theme templates you can save on your account.
Recalling a Presaved Theme
You can easily recall a presaved theme by clicking on the button 'Load Presaved Theme' from the theme manager. Be aware that importing a theme will overwrite any unsaved work already loaded into the theme manager.
4. Setting up your Retail Prices
Once you have designed your White Label system the next step is to configure your pricing. You can manage your retail prices by clicking on the option 'Configure your Pricing Model' on the white label control panel.
When you access the pricing manager you will see a list of component items that make up the Home Information Pack. Using the check boxes running down the left hand side you can enable or disable certain products/services. Within this table you will also notice a list of trade prices, these correspond to the amount HIP Manager will charge you for each of the services. You can then select a method for calculating the retail price by factorising in a fixed or percentage based markup. The system will dynamically work out the profit you will make on each HIP and display it in the box below.
When you are happy with your retail prices click on the 'Update Settings' button to save the price model. Please note this will take immediate affect on the front-end system.
5. Adding your own Custom Products and Services
Some account holders may wish to sell a number of their own value added products/services with the Home Information Pack. There is currently a provision to add up to three custom items on your account. To add your own custom items please click on the link 'Add/Modify your own custom products and services'.
From here you can enter the name of the product/service, a brief description, the retail amount and the expenditure (how much it will cost your company). Once saved they will instantly appear in your front-end system.
6. Setting up your Customer Payment Options
Now you know exactly how much you will charge your customer it's time to provide them with some payment options. There are currently 4 compatible payment options available for you to configure on the system, these can be enabled and configured by clicking on the link 'Configure how you will collect payment from your customers'. The options are discussed in more detail below.
Google Checkout
If you have a Google Checkout Merchant Account (Free to setup) then you can simply provide your merchant number and key and we will link your system to your account, thus enabling your customers to make instant online card payments. We strongly recommend you use the Google Checkout option as it automates the order process and gives you fast access to the money.
For detailed instructions on setting up Google Checkout click here >>
Telephone Payments
Simply provide a contact telephone number for your customer so payments can be taken over the phone. When payment has been authorised you can manually submit the HIP Quotation for processing using the Quote ID supplied by your customer.
Cheque
Enter details of the Payee name and address to enable your customers to make Cheque Payments. When the cheque has cleared you can manually submit their order for processing.
Bank Transfer
Enter your bank details here to enable a customer to make a BACs or CHAPs payment directly to your bank account. They will be prompted to enter their quote ID as the reference thus enabling you to link it up to the order when the payment has cleared.
Please Note you can enable any number of the payment methods above and we would encourage account holders to enable all of them thus presenting the widest array of options to your customer. This we have found to be conducive to ensuring the customer completes their order.
If you have no payment options enabled the system will just display your default contact number.
7. Test and Finalise
You are now ready to start selling HIPs! Please take a minute to ensure everything has been setup properly, you may wish to complete a few quotations on your front-end system.
When you are ready to integrate the system to your website then all you need to do is link to it using the following URL:
http://www.HipWiz.com/WLS/?acc=[Your Account Number Here]
Be sure to read our Marketing Tips for advice on maximising sales.
8. Marketing Tips
We have created a sepereate section here to help you develop successful marketing campaigns for your new HIP Ordering Service.
Happy Selling!
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