Small Steps to Big Results (SS2BR) User Guide

First Time Users Section (For Repeat Users, Scroll down to Repeat Users Section)

This programs section is divided into three parts for each program you build: 1) Program information 2) Emails 3) Reminders. This user guide will walk you through building out a program from the beginning and then show you how to go back and add, edit or delete a program or an individual basis. So first things first, you must have registered and then you will need to login.

Login In - Select the Login link on the left side. Enter your username and password and then select the login button and you will receive the following message "You have successfully logged in". Then Select the link "My Programs"

My Programs - Once the my programs link is selected, you will see 2 radio buttons: 1) Programs -> programs you have taken or are currently subscribed to; 2) My Programs -> programs that you have created; 3) Reports -> various reports are available. My Programs is where you build or edit programs with your content or products.

Note: You will not see Programs until you have taken a program.

      - My Programs - The first time you select My Programs, you will only have one option called "Create a New Program". You will need to select this program. Note: To become a new owner, you must donate one free program first in the system. The reason is end users are wired to the concept that "Prove it to me first, and then I will buy". Each Product owner must provide one program for free as admission to the ss2br.com service. It is recommended you provide your best free program that end users will get results as they will have the ability in the future to rate your program that others will see and this can influence your future prospects and sales growth. If they get results and like your free program, they will be more open to sign up for your paid program(s). Many end users will have access to take your free program from our database and this becomes a new channel to market to you for free.

Wizard Program Information:

Create a New Program: Step 1(Required) - , Describe the Program and emails. The first thing you will need to do is name the program. Enter the name in the gray box next to "Program Name". Next describe the name of the program the end users will see (you can copy and paste the product name to keep it easy) in the required box titled "Display Text (this is what the subscribers see)". Then fill in the description so you know what it is. You might have multiple product or programs with the same name but different versions (i.e. sales 101, sales 102 etc)

Total Program Cost$ - This field is very important to fill in correctly. You will input your retail cost you want to charge and you want to receive for your product. SS2BR will use the amount you input into this field and then mark up your retail price fifty percent (50%) and add that to the total cost to the end user. SS2BR will collect the full amount and then pay you directly to your paypal account which will be wired to your account within 24 hours.  You are required to test the system by purchasing one product at 1 cent to valid your account works. An example is if you charge $100 as your retail price. You would then enter $100.00 as the amount you will charge and expect to be paid. The customer will then proceed to checkout and their amount will be $150.00.  Once they complete payment, SS2BR will collect the full amount of $150.00 and then wire transfer $100.00 to you, electronically which could happen immediately or no later than 24 hours. You will also be required to notify your customers of the additional markup fee to deliver your program and handle any questions related to this issue.

Current Status - Active or Inactive - If you are not ready to have your program published on the web, select Inactive and the end users will not see it. This is typically used if you are building the program and just not ready. When you are ready to go "live", simply select the Active option and it will be published so end user can start using it.

Program is to be billed using this frequency - This is a drop down box that allows you to set up billing options. You can select "One Time Charge" and the full amount of your product will be collected by biasun and paid to you, or you can select monthly, quarterly, semi-annually or annually. With these options the system will divide the total cost of the program by the increment selected. THE END USER WILL THEN BE BILLED THE AMOUNT CACULATED AND YOUR PRORATED SHARE WILL BE WIRED TO YOU BASED ON THE OPTIONS YOU SELECT. So make sure that if you want to be paid in full upfront you select the one time charge or if you want to spread out the payments to your end user (and what you receive) select one of the other options. Once you select payment options, YOU CANNOT CHANGE THE OPTION AS LONG AS USER ARE USING THE PROGRAM. WHEN YOU SELECT THIS OPTION TO USE PAYMENT TERMS, YOU WILL ONLY RECEIVE THE MONTHY PAYMENT AS THE END USER PAYS IT. An example is if you charge $120 for a program and select monthly payments. The system will add 50% mark up making the end users total payments of $180. The system will divide the total amount by 12 months and the customer will receive a monthly invoice of $15 which they will have to pay in advance to continue with the program lessons. When the payment is received by SS2BR you will receive a payment of $10 (out of the $15 collected) and it will be wire transferred to your paypal account. If you have any questions, contact us at support@bia-sun.com

Delivery Schedule between emails - Enter in the interval between each lesson in the program. Your options are Hour(s), Day(s), Week(s), Month(s). This is the spacing between each email delivered for the lessons.

Enter Content - This is where you insert your program content. You can copy and paste it. You have all the normal word processing options to edit the content. Use the HTML as the standard format unless you do not want ANY links in your email. If you choose the text option it will not have any of the links to allow them the feedback.

Describe the Reminders - You have the capability to build one or multiple reminders per email lesson. When the end user does not select any of the options, the program will stop, and the next interval they will receive the first reminder email. In this wizard you can build a template that will be copied to all reminders and then you can go back and edit them individually as needed.

From email address - enter the email address you want the end user to see who the email was from. Typically this would be a general email address for your company or training as they would have the ability to reply to that email address. Some companies want this to be the trainer; some might use an email such as support@xyzcompany.com.

SUBJECT for each email - Enter the subject information you want to appear in the email subject line that the user will see when their email arrives in their inbox.

Email Address of the person(s) to be notified of inaction - When the user does not select one of the links in the main emails, the escalation email process starts. Enter the email addresses who want to be notified when the end user does not select an option. In a business environment, an example could be the first reminder goes to the supervisor, the 2nd reminder goes to the supervisor and the manager and the third reminder goes to the supervisor, the manager and the president. Or it can always go to one person.

In an individual situation, using a mother and child situation, the mother can be notified if the child is not taking action.

Build  #     reminder emails for delivery - Enter in the gray box the number of escalations you want the wizard to build out under each email. This function saves a large amount of time when building out the program.  Then enter in the DELIVERY SCHEDULE in the gray box - Enter what the time increment is between emails or lessons and then select the increment (Hours, days, weeks or months). This is only the increment between the main lessons.

What is the email type? HTML or TEXT - This creates the template as to the format you want the emails to be in. You can go back into each individual lesson and change it. If you plan on having graphics or pictures select HTML (which stands for Hyper Text Markup Language which is a standard internet protocol) or if you just want text select the text option. Note that if you select text, you cannot add pictures or graphics. Also note that if you have pictures, the pictures must be hosted on the internet, not in the email itself. You put the hypertext link in the email and when a user opens the email the embedded link pulls the picture down from the internet as they open it. If you are not familiar with this, consult your marketing or graphics company or contact the folks at www.plumtreemarketing.com which is a partner of SS2BR.

Generate Program - This button will then create all the templates for the main emails with the intervals and the text and merge fields created, all the reminder emails with the templates and time intervals.

Then you can go into "My Programs" and edit each main email or lesson and each reminder email.

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Repeat Users Training Section:

Once you have created your first program, when you log in, you will see several other options. first you will see:

1) A drop down box that lists all of your programs. simply use the drop down arrow and select the program you want to edit and it will show it in the box. Then choose one of the 3 button choices - Edit allows you to edit the program for lessons and reminders; Preview Allows you to preview the existing lessons and or reminders. It provides a pop up box allowing you to select each lesson and below it allows you to preview the reminders. Note: it will NOT show all of the end user options as these options are dynamically added to the final emails; Send Test Emails Allows you to choose one or many lessons to email to a unique email to see what the final emails will look like. You can Select an individual lesson or if you want to select multiple emails, hold down the Ctrl key and select each one, or to select all, select the top lesson, hold down the Shift key and then select the bottom lesson and it will highlight them all. Then if you want ALL of the reminders (called Escalations on this screen) to be sent along with the lessons, check the box and then enter the email address you want them sent to. It could be your boss or someone else then select the "Send Emails to button" and in just a few minutes it will email them to the address with all the options added. Note: Again, the buttons will not be active as they are not currently in a specific program. This option is only to allow you to see the end results.

The Edit option: So choose your program so it is highlighted in the box and select the edit button and it will open the program. You will now have multiple options to edit. In the first section, "Program Information" you can edit all of the fields you had before. (Note: you can edit the program while it is online and when you select the "update" it will post the changes, or you can select it to become "Inactive", make your changes and then choose to make it active again.

Current Status: this feature is added once the program is created. It has two choices: 1) Inactive - it defaults to this option which means it is not active for end users to see on the web. 2)Active - means that it is active for users to see it on the web.

Is this program available to the general public?  Your choices are Yes or No. If you want everybody that comes to the SS2BR website to see your program and possible sign up, select this option.  If this is a program that is only for a specific group of people such as an internal company training, select the No option and you will be issued a separate link to give to your customers or employees. 

Update: Anytime you make changes to the above fields, you will need to choose the update field to save your changes. If you do not, they will not be saved. Note: if you leave your appliation idle with no keystrokes or movement in 5 minutes, your application will time out and your changes will not be saved so save often when you make changes.

Delete Program: If you do not want this program to be on the server anymore, choose the "Delete Program" button. Note: if you delete it is gone forever. If you just what to remove it so nobody sees it on the web, use the "Inactive" button above and update it.

Emails: The next section is titled Emails and is where you add, edit, change and delete your daily lessons. You will see all the options in your wizard but several other options  which we will explain.

Choose and Email to edit: Here you have a drop down box with all the lessons you have built from the wizard.  To go to a specific lesson, select the drop down box and click on the lesson you want to edit. The system will refresh and you will have all the information related to this lesson showing.

*From email address: The next box is where you enter the email address that the end user will see in this lesson when they receive this lesson. It is a mandatory field

*Subject: this is where you enter the subject the user will see in their email when they receive it. In the case of our wizard example We entered "Lesson # ____ of X Lessons" this would be in all the lessons and now you can go back int and enter for each lesson the actual number of the lesson like Lesson 1, Lesson 2 etc.

*Delivery Sequence: This is the actual sequence position that the lesson will be delivered. It starts with lesson 1 and goes sequencial. This is helpful if you need to insert a lesson in the middle of a program so you can use the "Insert Email w/out Reminders" or "Insert Email w/reminders" and change the Delivery Sequence.

The Lesson content: The next section is where you enter the actual lesson content. You will always use th HTML radio button but you can also insert just text in the content. You will find multiple editing buttons in the feature bar. Simple highlight the button and it will provide a description.  

One key button to be aware of is the "HTML" label under the font family and this is where you can insert your html code if you are an advanced programmer and understand html.

Select an Entry: This drop down box is for merge fields. There are currently 4 merge fields that you can insert anywhere in the content section.  "Today" will insert the day that the lesson is delivered. It will insert the date and year such as "Saturday August 1, 2008", "Tomorrow" will insert the date after the email is due to be delivered. You can use this something as "You will receive your next lesson on #tomorrow# (this inserts the date) in the document. "FirstName" inserts their first name as they registered it for the program (i.e. Dear Bob) and "Last Name" inserts their last name as they registered it in the database for the program.

Update: Anytime you make changes, you must choose the "update" button to save your changes.

Insert Email w/out Reminders: If you want to add a new lesson but do not want to have reminders, use this button to build a new lesson template. This is helpful if you are building a automated responder or just a series of communications on a timed basis.

Insert Email w/Reminders: Use this option if you want to add a new lesson AND a duplicate of all the reminders. This is helpful when you have many reminders already built and then just want to edit them instead of rebuilding them individually.

DELETE this Email: If you want to delete this lesson (chosen in the drop down box above) Select this button and it will ask you if you are sure you want to delete it and you say yes. Once done, it is gone and not recoverable.

Show Reminders Box: All of the reminders are hidden from the screen until you choose this box. Once you check this box, the system refreshes the screen and below the Emails you will then see all the reminders and the options to edit them. The reminders are based on which lesson you are currently working on.