Reseller Quick Start Guide 1. Domain & Name Servers...2. Payment Gateways Dedicated Servers Setup Your Landing Page/Website...

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2 Reseller Quick Start Guide 1 Domain & Name Servers...2 Payment Gateways Dedicated Servers... 5 Setup Your Landing Page/Website...6 Design Guidelines Setup Your Pricing Plans Pricing Plan Examples

3 Here s a checklist of things you ll need to complete to setup your site. 1. Sign & Fax Your Signed Reseller Agreement (10 pages) - FAX to Sign & Your WLW Application (6 pages) - completed application back to your Sales Representative - An from Trumpia White Label Support will be sent with name server information. 3. Change Your Name Servers - Your Admin Control Panel and website will be LIVE after completion. 4. Set-up Your Payment Gateway (optional) - Providers to choose from: Authorize.net and/or Paypal Pro. - See Page 3-4 for additional information. 5. Attend Our Reseller Training Webinars - We offer weekly reseller training webinars to show you how to use the admin. - For more details and the webinar schedule please submit a support ticket or call our technical support line ext Set-up Dedicated Server (optional) - All Resellers start on a shared server. However, if you re planning to offer marketing services, a fully managed dedicated server must be purchased through Trumpia as well as credits. The dedicated server costs $150 a month and the credits start at 50,000 credits for $ See Page 5 for Pricing Plans. 7. Create a Website - See Page 6-7 for additional information. 8. Create Pricing Plans - See Page 8-9 for additional information. For questions please contact our technical support ext. 3. 3

4 Domain & Name Servers Once you ve decided on your new company name, it is important to find the right domain to operate your business. Domains are used to mask IP addresses that servers use. For instance, instead of remembering a specific IP address, your customers would simply go to your domain, such as Purchasing a domain can be done online through a number of providers. As long as it is available, you will be able to choose a domain that best reflects your company. We recommend keeping it simple and relevant to the product you are selling. After a domain has been purchased and submitted via your application to [email protected], a reply will be sent out with more information about your name servers. Please use this information to point your domain to the indicated name servers. As soon as that is completed, simply confirm it with our engineers by sending an to [email protected]. (Please make sure to include your white label username in the .) * If you have questions regarding changing or pointing your name servers, please contact your domain provider. 4

5 Payment gateway set up can take up to 2-3 weeks to complete, which includes integration process for your website. Due to this time frame, we highly recommend you start this process ASAP. To help make payments easier for you and your customers, Trumpia s platform allows for the integration of automatic reoccurring billing (ARB). However, in order to accept and process credit card transactions through the user interface, a payment gateway must be set up. Currently, there are two providers you can choose to go through: Authorize.net (via a merchant account) and/or Paypal Pro. A) Setting up Authorize.net Account via Merchant Account You will need a dedicated Authorize.net account for our platform to process credit card payments automatically. Authorize.net is an online payment gateway that many merchant services or banks use to provide online credit card processing. If you already have a merchant account, please check with them to see if they offer Authorize.net compatibility. *Please note that your Authorize.net account must be dedicated to our platform. If you are currently using an Authorize.net account for any other businesses, you will need to contact your merchant account to create a new Authorize.net account for our platform. If you do not have a merchant account or your existing merchant account is not compatible with Authorize.net, you will need to open a new merchant account. Trumpia has a pre-negotiated discount rate with Pivotal Payments if you don t have a reputable merchant service company. With Trumpia s pre-negotiated terms, Pivotal Payments may offer lower fees and faster turn-around time than other merchant service companies. a. Pivotal Payments Merchant Account Application (optional) As a partner merchant with Pivotal Payments, we will submit your application. Please see file, PivotalPayments.pdf. Our pre-negotiated discount rates and fees are listed under Schedule A in page 2 of the application. Please fill out the attached application form and fax it to Trumpia at so that we can submit your application to Pivotal Payments. Please make sure to sign and initial on all places including the last page at the bottom. 5

6 After we submit your application, we will communicate with Pivotal Payments for any additional documents or required steps to approve your application. Please note that we may request additional documents from you per requests from Pivotal Payments. Along with the application form, you will also need to send us: Pre-printed voided business check with DBA name and address OR a bank letter with DBA name and address. Copy of your driver s license. Articles of Incorporation. You are welcome to choose other merchant service companies as long as they are compatible with Authorize.net. Please compare Pivotal s discount rates with other merchant service companies and their Authorize.net compatibility. B) Setting up Paypal Pro As an alternative or addition to Authorize.net, you can setup a dedicated PayPal Pro account for your automatic payment processing. This option is limited in that your customers will need to have a PayPal account for our system to properly process the monthly recurring billing. To use this option you need to have or sign up for PayPal's Website Payments Pro account that you can dedicate solely to this service. Please see file, PaypalProSetup.pdf for instructions on how to configure the settings in the PayPal account to work with our platform. *Please keep in mind that most resellers choose to setup Authorize.net since this method requires that your customers to create a PayPal account for monthly recurring billing. If you have any questions about the merchant account application, please contact us at [email protected] 6

7 As a Reseller of Trumpia it is possible to offer Marketing to your customers. However, in order to offer this feature, a dedicated server as well as credits is required. You can purchase an server from Trumpia for $150 a month. The server is fully managed and maintained by Trumpia, who will monitor public blacklists to ensure your server is not blacklisted. In the event that it ever occurs, we will also work with ISPs to remove you from blacklists. Trumpia also monitors your reputation score and will alerts you whenever it drops substantially so that the proper action can be taken. Benefits of having a dedicated server: A dedicated Trumpia server is required if you want to offer Marketing to your customers. Having an server allows you to edit our System Templates. System Templates are the administrative messages required to run your online business and includes s like: Welcome, New Trial Sign-ups, Confirmations, Verifications, Message Monitoring, Forgot Passwords, etc. You can find the System s Templates by going to Account & System Settings -> System Templates. Credits: System s cost 1 credit per address. Outbound s cost 1 credit per address. Here are different bucket sizes of credits you can purchase: Please call Reseller Sales at ext. 3 to purchase an server and/or credits. 7

8 A) About 2-3 days from confirming your name servers have been changed; Trumpia will provide you with our default website that can be changed with at any time. B) There are some restrictions when using the default template. For Design Guidelines (See Page 3) C) There is no File Transfer Protocol (FTP) access to the website. In order to view the server files you can go to Account & System Settings -> File Management in your admin panel. D) Please note some Resellers maintain a separate domain NOT hosted by Trumpia, without the limitations listed in the Design Guidelines. i. A Log-in/Sign-up Bar can be added to the Private Domain to direct clients to the WhiteLabel Domain, where the User Interface is located. ii. The Log-in/Sign-up Bar can be integrated by using either HTML Postform or iframe. See file LoginSignupBar.rar for complete instructions. *.rar type files are compressed files. It requires compression software to decompress. (EX: Winzip, Winrar, etc.) 8

9 A) Files - Use of HTM, HTML, JS, GIF, JPEG, JPG, and PNG are recommended. - Any server side scripts (PHP, ASP, JSP, C# and etc.) are not allowed. - Use UTF-8 encodings on HTML, HTM, JS files. B) It is recommended to create header.html and footer.html files. - The header and footer files have to be separated from the content, this is so the header and footer do not interfere with the page s content design. - Reference to image, CSS, or Javascript files have to be via full URL instead of file path. - It is strongly recommended not to use PrototypeJS or JQuery in the header and footer. C) Directories - Put image files in images directory. - Place other types of files (HTM, HTML, JS, CSS) in root directory. - Use UTF-8 encodings on HTML, HTM, JS files. D) CSS Files - Define styles with class and id, and avoid global rules that match with HTML tags. - ex) div{...}, input{ }, span{ }. - Use prefixes in the forms of wlw_xxxxxxxx for Class and ID, Names. E) Javascript - Avoid using PrototypeJS, JQuery in header.html and footer.html to avoid abnormal/erroneous behaviors. - Avoid implementations with $(...} in header.html and footer.html F) HTML - Recommend to follow DTD Include the login code from the default index.html page when creating a Sign-in form. G) Sign-in form has to have the same structure and elements as the LoginForm from the provided default index.html file. H) The following pages are provided by Trumpia.com and the header and footer will be automatically applied to the pages. /main/privacypolicy_intro.php /main/termsofuse.php /manageaccount/signup.php /main/contactus.php I) It is highly recommended to store all the image files inside the images directory, and HTM, HTML, JS and CSS files in the root directory J) In order to avoid any collision with existing pages provided by Trumpia.com, it is highly recommended to use prefix on the class names IDs and Names. 9

10 Reseller can completely customize what their monthly plans come with and how much they cost. 1. Select the Category the plan will be in. 2. Type a Plan Name. 3. Set the maximum number of Credits. 4. Set the maximum number of Instant Message Credits 5. Set the maximum number of Text Credits. Select when credits rollover with the Expiration Date. 6. Set the maximum number of Mobile Keywords. 7. Set the maximum number of Contacts. 8. Set monthly fee. 9. Set this plan as your default Trial plan if you d like. Only 1 plan can be set to default. 10. Select the short code this plan should go on if your reseller account is setup to use multiple short codes. 11. If this is your trial plan, enter how many days will it last. 12. You can hide this plan from your customers in case this is a special plan that you want to give to a select few without letting your customers know it exists. This is a good way to give custom pricing plans for important customers. 13. Setting your prepaid discounts if you would like to offer them. * If DO NOT want to offer a Free Trial Plan. You will have to set your values to 0 for every setting. You will also need to set Private to YES. 10

11 A) 1. You can charge a one-time set-up fee to your customers. 2. You can enable Prepay Discounts for your monthly plans. 3. You can enable a FAQ that will show up in the footer. - To edit the FAQs go to: Support Management -> FAQ 4. You can enable Premium Features to divide plans into Basic and Premium features. The plan that you select will be the default BASE plan that comes with Premium Features. All plans priced higher than this plan will also have access to Premium features. All plans priced lower will only offer Basic Features (SMS, Appointment Reminders, & Keywords.) - To edit settings go to Account & System Settings tab and look under System Configuration. B) Buckets of text messages are available for purchase if a customer ever runs out of text credits. You can go to Billing & Plans -> Prepaid Messages to set this up. Click Create New Block to add a block of credits. a. Enter the amount of credits you would like to offer, the price, and set whether or not if it s visible to your customers. When visible is marked as NO customers will not be able to view text block and is hidden. 11

12 Example 1: PLAN NAME PRICE TEXT CREDITS KEYWORDS Max # of Contacts INSTANT MESSAGE SILVER $ FREE FREE GOLD $ FREE FREE ELITE $ FREE FREE Example 2: PLAN NAME PRICE TEXT CREDITS KEYWORDS ROLL OVER CREDITS Studio Basic $ n/a Studio Starter $ yes Studio Senior $ yes Example 3: PLAN NAME PRICE TEXT CREDITS KEYWORDS Pay As You Go $ Lite Start $ Basic $ Plus $ Advanced $ Premium $