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Custom Catalogs

Do you have dealers, resellers, affiliates, sales people or others who need to create custom PDF catalogs or brochures? Then you should explore the capabilities of Lite Edition.

Simple to Use

The Lite Edition of Catalog-on-Demand is a simple, fast way for sales people to launch publishing jobs. Their steps: (a) Choose the configuration; (b) enter a title; (c) choose products. When the job is ready they will get an email, which contains a link to download the PDF.

Logo & Contact Info

Each publication will contain the user’s logo and contact information. You control the placement and appearance of these elements.

Flexibility for Them

Users get to choose which configuration (template) they want, the title of the publication, and which products they want to include.

Control for You

You control the design of each publication, including covers, and other artwork. You control which configurations may be used by each user. You also control all content. This applies to content that might be the same across all publications, as well as variable content, such as prices.

Good for sales!

There are many reasons that businesses choose enable their sales teams with Lite Edition. They include 1:1 sales, abandoned cart follow-ups, including publications with shipments, tradeshow handouts, and more.

MULTI-USER MANAGEMENT FAQ

What is the purpose of having multiple users in Catalog-on-Demand?

If your business has dealers, resellers, affiliates, sales people or others who need to create custom PDF catalogs or brochures, you will probably be interested in the Catalog-on-Demand multi-user capabilities.

What applications are available to support multi-user capabilities?

There are three applications designed specifically to support multi-user businesses:

  • The Lite Edition allows your non-technical users to quickly and easily make custom catalogs from their computer. All they do is fill in the title and select which products to include in the publication. Their contact info and logo are automatically pulled in.
  • The Mobile Edition gives the same functionality as the Lite Edition, but can be operated from any phone or tablet. It is also intended for non-technical users.
  • The User Manager lets you add, manage, and track users. It also gives you the ability to manage user permissions. This application is for use by an admin. Click here for documentation.

What is the purpose of the “regular” Catalog-on-Demand application in a multi-user environment?

In the context of a multi-user environment, we refer to “regular’ Catalog-on-Demand as Configuration Edition. That is because its purpose is to make the configurations (similar to templates) that will be used in Lite Edition.

Is any special training required to use Configuration Edition for a multi-user environment?

No. If you already know how to use Catalog-on-Demand in a single-user environment, then it is exactly the same application. The only difference is the use of tokens for contact information.

How does each Lite Edition user access the publications that they have created?

Each user of Lite Edition sees their publication history immediately upon signing in. There is a download link for each publication.

Can a Lite Edition user see all publications created, or just the catalogs that they create?

Users of Lite Edition can see only the publications that they have created.

What URL should I give my Lite Edition users to sign in?

Give your users this URL to sign-in: http://www.catalog-on-demand.com/signin. That will redirect to the secure sign-in page.


How To Setup and Manage Multiple Users Such as Dealers, Resellers, Sales & Marketing Team

Part I: Introduction

If you have dealers, resellers, affiliates, sales people or others who need to create custom PDF catalogs or brochures, you will likely be interested in the Catalog-on-Demand multi-user capabilities.

  • The User Manager lets you add, manage, and track users. It also gives you the ability to manage user permissions.
  • The Lite Edition lets your users quickly and easily create custom catalogs from their computer. All they do is fill in the title. Their contact info and logo are automatically pulled in.
  • The Mobile Edition gives the same functionality as the Lite Edition, but can be operated from any phone or tablet.

If you are interested in having this functionality for your business, please contact us for a quote.

Part II: User Manager

The User Manager is for Catalog-on-Demand accounts that are licensed to support multiple users, such as for sales people, dealers, affiliates, etc. It allows the account administrator to:

  • Add, edit, or delete users
  • Edit profiles, including name, company, address, email, time zone, logo, etc.
  • Set privileges
  • View publications created by that user
  • View real-time reports set up by that user
  • View analytic graphs for that user, such as number of downloads, number of clicks and scans, etc.

If you are interested in enabling multiple users for your account, please contact the Catalog-on-Demand help desk.

Accessing User Manager

Sign in using the same administrator user ID and password from when you started your account.

Adding Users

To add a new user:

  1. Click on Add new user.
  2. Enter a user id. It may contain only letters (a..z), digits (0-9), underscore (_), or hyphen (-).
  3. Enter a password. It must be 7 or more characters and contain at least one digit (0-9).
  4. Enter a First Name and Last Name. This will be used in the Contact Information in their publishing jobs (see Using Tokens for the Contact Information).
  5. Enter an e-mail address. This will be used for all email notifications, as well as contact information.
  6. Select the time zone. This will be used to present their publishing job history.
  7. Enter any other fields you wish for purposes of contact information. Alternatively, the user can enter this information at a later time via the Lite Edition.
  8. Click Submit.

To edit a user's profile, click on the profile button from your user list. Edit the appropriate fields and click Save user profile updates. Note: Users may edit their own profiles from the Lite Edition.

To delete a user, click Delete user. You will need to confirm this action.

Editing Privileges

To edit privileges for a user, click on the privileges button from your user list. 

Check the appropriate box for each privilege that you want to give that user. The choices are:

  • Lite Edition / Mobile Edition — This is for sales people who need to be able to create their own custom catalogs or brochures. If you check this box, you can select which Configurations will be accessible by that user.
  • Configuration Edition — This is for your graphic designers and other staff who are responsible for creating configurations for use by sales people.
  • Private Data Editor (PDE) — This is for data administrators who are responsible for managing your product data and images
  • Flexible Job File (FJF) Edition — This is for using files to launch jobs.
  • Data export — This gives users the ability to export product content via PDE.
  • Data import — This gives a user the ability to import product content via PDE. Use extreme caution in assigning this privilege.

Part III: Lite Edition

The Lite Edition of Catalog-on-Demand is a simple, fast way for sales people to launch publishing jobs. It offers the same functionality as the Mobile Edition.

Users of the Lite Edition can select from Configurations that you have privileged to them. They may enter a title for the publication, edit their contact information, and select products.

They can also view their job history and analytics.

Part IV: Mobile Edition

The Mobile Edition of Catalog-on-Demand is a simple, fast way for sales people to launch publishing jobs from their phone or tablet. It offers the same functionality as the Lite Edition. It is accessible at this URL: 

http://www.catalog-on-demand.com/mobile

Users of the Mobile Edition can select from Configurations that you have privileged to them. They may enter a title for the publication, edit their contact information, and select products.

They can also view their job history.

Part V: Using Tokens for the Contact Information

Using tokens in the contact info for your configurations will allow your user to more quickly launch publishing jobs. Their contact info will be pulled from their profile, and auto-entered into the contact info field for their custom publishing jobs.

How It Works


This feature works the same way as mail merge. Enter the token in double curly braces, like this:

 

The Lite edition and mobile UI will replace the tokens with data from the user profile, like this:
Daniel Dealer
Major Color Inc.
(555) 555-1212
joe@majorcolorxyz.com

Valid Tokens

The valid tokens are as follows. Tokens are case insensitive.

FirstName
LastName
Title
Company
Dept
Address
AptSuite
City
State
Country
ZipPostal
Phone
Fax
Mobile
EMail