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1 Terminology page Partner Portal Centralized console designed to help you build and manage your design business. You can view your clients sites and create new sites with the click of a button. You can also upgrade or extend trial sites. Standard / Premium Partners can track their commissions and access the vast array of training sessions, educational videos and comprehensive sales and support materials to help sell and build online businesses. You can find the link to your Partner Portal in the top right of the administration interface for any site that you are registered for, or you can log in to your Partner Portal via Site administration area The password-protected area of the site that enables a site administrator to create a site, edit a site s content and setup various functionalities. The login screen is generated by adding /admin after the site s URL. Site plan At a basic level, you can interpret the site plan as an individual hosting account for each site you will push live on BC. The plan will be chosen according to the site owner s requirements and business needs. All available site plans can be seen here: Partner plan Plans created for designers/web design agencies that wish to use BC as a tool to deliver sites easier and faster and gain access to some extra benefits. When you sign up, you ll automatically be placed on our free partnership plan, giving you the ability to create and manage your clients sites from your own Partner portal. Standard and Premium partner plans unlock additional benefits such as commissions, co-branding, and priority support and can be purchased for a one-time starting fee. There are no monthly fees for Partners, only for clients who have sites hosted with Business Catalyst. All available Partner plans can be seen here:

2 Temporary/Trial site The starting point of every BC site; a free and temporary version of a BC site that can be used to test drive functionality, add content and customize the overall look of the site. The trial site will not be indexed by search engines. A trial site will expire if you will not access it for 30 days. Prior to a Trial site's expiry date, you can upgrade, delete or extend the expiration date for a Trial site. Trial sites from a functionality point of view are the same as paid sites with the exception of a number of final setup points. You can only do the following once you upgrade and pay for a site: Add your customer's domain to the site, e.g. yourcustomer.com Add a payment gateway to the site and collect payments Add pop addresses Enable search engine integration for maximum visibility in major search engines Send marketing in larger volumes Once a trial site is ready to go live, you would simply need to choose a BC site plan or redeem one of your free included sites (for example, using a Creative Cloud free site) Live site A temporary/trial site that was either upgraded using a standard BC site plan or pushed live using an included site (for example, a Creative Cloud webbasics free site) Expired site An expired site is one that has exceeded the expiry date set for that site. We offer 30 day Trial sites at the time of triggering a site with the ability to extend these as required. Cancelled site Once a Trial or live upgraded site has been cancelled, you will no longer be able to access this site & it will no longer be seen as a site in your Partner Portal under the Clients section. Partner site The free site received by a paid Partner to promote his business. As a free Partner, the Partner site will remain in trial mode and will not be visible in the site list area. After a Partner Portal is upgraded to a paid version, the Partner site becomes available and can be seen in the Clients tab. The usage limits of a Partner site are similar to the webcommerce 5-user plan. User Site administrator. The user will have access to the site administration area and add content, set newsletter campaigns, add products in catalogues and more, depending on the chosen plan and role set for that user. Each plan has a certain number of users included in the site plan and Partner users will not count as site users. 2

3 Partner user address/user that can access the Partner Portal and have full administrative privileges for all sites stored/created from that Partner account. The Partner Portal account comes with one Partner Portal user. The user is the individual that initially signed up to Business Catalyst. We do not limit the number of Partner Portal users you can add to your account. Storage Amount of data that can be inserted in a BC site: text, photos, media. Web App Powerful feature that allows you to build custom content types and display the submitted items as a specific type of content on your site. You can think of each Web App as a self-contained database you add to your site, which can contain any number of different value fields that you wish to enter, display, categorize, and search. By incorporating custom content into a site, you have complete flexibility in developing any number of interactive features that fit perfectly with the online business. SMS Feature available starting with the webcommerce 1-user plan that allows you to be notified if a certain event, as set by you, is completed on your site. For example, when a client submits an online booking form, you can receive a notification. These rules are known as workflows. Newsletters An blast campaign sent to a group of your customers at a future date, as configured by you. Extras Add-ons that can be activated with a site plan. You can add additional users or accounts, disk space, SMS, and extra newsletters. These extras can be activated from the Partner Portal. API framework Application programming interface which you can use to communicate, synchronize, or undertake an action with your own external application. For example if you have an online shop and you want to adjust inventory levels in real-time as shoppers buy from you, then you can simply utilize this API. Other uses of the API include the ability to synchronize your entire customer database on this system with that located at your office. The API framework will in fact give you the freedom to undertake all sorts of tasks that are specific to the success of your business. Domain name The address that visitors use to access the site. If you want a unique name (mycustomdomain.com ) rather than the default Business Catalyst name, mycustomdomain.businesscatalyst.com. Since we don t provide domain names yet, you can use any third party domain name provider and set it up for your BC site in a few easy steps. Please note that the domain setup can only be done after the site is upgraded to a paid plan. 3

4 Commission All Standard and Premium Business Catalyst Partners can build a revenue stream with attractive commissions. For each client you sign up using Business Catalyst, you'll receive a 20% commission on their monthly or yearly subscription fees. Over time, as you build more and more client sites on Business Catalyst, you ll see your commissions develop into a healthy source of recurring revenue for you and your design business. Consolidated billing Feature designed to help partners streamline their billing with their customers in an automated way. It will remove the need for partners to bill customers each month and spend time on payment collection. This feature enables partners to set their own subscription fees, invoice customers using their brand and receive funds directly into their bank accounts. Partners will also receive one single invoice from Business Catalyst each month for all their sites. Invoice My Customer Directly (Pay either monthly or annually) - some Partners do not want the hassle of billing. In those cases, when you upgrade the site you can choose for Business Catalyst to have the billing relationship with your customer. In this scenario your customer will be aware of Business Catalyst since they will receive invoices from us with our branding on it, charged at the scheduled rate. Invoice Me Directly (Pay either monthly or annually) - this is where Partners have the billing relationship with their customer directly. When you choose this option we will bill you at the scheduled rate for each site and you are solely responsible for any billing and collection of payments between you and your customer. Invoice Me Year 1 (Must pay annually) and My Customer Year 2 Onwards (pay either monthly or annually) This billing option is a combination of the two above. The Partner is responsible for the billing in year one and Business Catalyst will automatically take over the billing and bill your customer year two onwards at our scheduled rates. This option may be used by those Partners that bundle up the hosting fee and design services for that first year of the site. Invoice Me on Account (Your customer pays either monthly or annually, we charge you monthly in arrears) - this billing option (Consolidated Billing) is ONLY available to Premium Partners. It's designed to help premium partners streamline their billing with their customers. It will remove the need for Partners to bill customers each month and spend time on payment collection, effectively eliminating a mundane and time consuming task from their day-to-day. Please note that a site set on this billing method cannot be reverted to other billing options. Monthly plan A billing recurrence that will charge the credit card on file for a site on a monthly basis.. The amount will be fixed and charged at the same date every month. 4

5 Yearly plan A billing recurrence that will charge the credit card on file a lump payment. This amount will be fully charged on the upgrade date and will cover the site plan fee for the entire billing period. For example, choosing a webcommerce 1 user plan on a yearly billing will be translated to a $ instant payment. You will receive a 10% discount for yearly upgrades and 15% discount for 2-year upgrades. 5

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