This is Part 5 of the Initial Customization Guide:
- Part 0: Introduction
- Part 1: Customizing Advanced Settings in Web Office Admin
- Part 2: Adding Banners
- Part 3: Customizing Social Media
- Part 4: Adding Documents and Media
- Part 5: (Optional) Adding Training, Testimonials, Calendar Events, and Community
- Part 6: Configuring Your Web Office Business Snapshot
- Part 7: Adding Widgets
- Part 8: Using Multi-Faceted Configuration
- Part 9: Localization Options
- Part 10: Customizing Site Navigation
- Part 11: Customizing the Visual Tree
- Part 12: Setting up and Testing a Compensation Plan
- Part 13: Managing AutoShip Settings
Under Check Your Progress for each section, you check each box next to the task in order to keep track of your progress. If you would like to download the full checklist, click the Download Attachment link above.
Important: If you have any questions or need assistance with any of the steps, contact Customer Care.
What We’ll Cover
- Adding Training in Web Office Admin
- Adding Testimonials in Web Office Admin
- Adding Calendar Events in Web Office Admin
- Managing Your Community in Web Office Admin
- Check Your Progress
Adding Training in Web Office Admin
The Web Office features a Training section where you can create training courses to teach your associates the ways to succeed in this industry and with your company by learning new skills and tracking their progress.
In the Web Office Admin, navigate to: Content Management > Training Courses.
These training materials can include a variety of different formats, such as reading material, videos, event registration, and tips or tricks to help reach goals. Training courses are added through the Web Office Admin, and display to an associate in the Web Office.
Read more: 1.3. Creating Training Courses
Step-by-step guide: How to Add Training Courses in Web Office Admin
Step-by-step guide: How to Add Training Steps in Web Office Admin
Step-by-step guide: How to Add Training Tasks in Web Office Admin
Once published, the Training Courses will appear in the Web Office Training Courses page, where you associates can access them.
Adding Testimonials in Web Office Admin
The Testimonials page allows you to highlight positive reviews or associate success stories that will encourage others. Associates can view and share the testimonials to public outlets in the Web Office.
In Web Office Admin, navigate to: Content Management > Testimonials.
Testimonials can be collected by you, or they can be be submitted by associates through the Web Office. The submissions will be sent to a company email for approval where they can be selected for use.
Read more: 1.4. Adding Testimonials
Step-by-step guide: How to Add a Testimonial in Web Office Admin
The Web Office Testimonials page is unpublished by default; you’ll need to published it for it to be accessible in the Web Office navigation.
We’ll be covering customizing Web Office navigation in Part 10: Customizing Site Navigation.
Once added, the link will only show in the Web Office for the logged in associate if it’s published and the correct MFC configuration settings are in place.
Adding Calendar Events in Web Office Admin
The Calendar page allows you to create company-wide calendar events that associates can view in the Web Office calendar.
In Web Office Admin, navigate to: Content Management > Calendar.
Read more: 1.6. Adding Events to the Calendar
The Calendar is available to associates through the Web Office Home > Calendar widget and in the Web Office > Tools > Calendar page.
Managing Your Community in Web Office Admin
The Community page provides you the ability to monitor flagged content and enter blocked words and phrases for the Community page in the Web Office.
In Web Office Admin, navigate to: Content Management > Community.
The Community is available to associates through the Web Office Home > Community widget and in the Web Office > Tools > Community page.
Check Your Progress
(Optional) Added Training.
(Optional) Added Testimonials.
(Optional) Added Calendar Events.
(Optional) Added Community.
Great work! You’ve continued the goal in empowering your associates by providing them the tools they need to succeed. In the next section, we’re going to cover an awesome feature that allows your associate’s to stay on top of their business: the Business Snapshot widget.