Maintaining your listings

1. Enter your Member Services ID/PW on the top right of the registry home page.
2. Click on the Maintain Listings Button in the member services area.
3. Click on the drop down menu at the top, and select the section in which you want to add a listing (for instance, select training courses if you want to put a listing in the training courses section).
4. Click on Add Service
5. On the subsequent input screen displayed click on the drop down menu (registry slot) at the top of the page and select the topic under which you want your listing to appear. You must select a topic that is preceded with the arrow "->". For Training Facilities and Training Providers select a location. For Training Courses, Products, Books, and Consulting Services select the topic.
6. Enter the name of your product, service, or course in the "Service Name" field. You will see a small table just below the input field that tells you what you should put in that field.
7. If you are entering a training course, then select up to 3 delivery types.
8. If you are providing a course in a language other than English, then select the language(s) from the list. For multiple languages, hold the control key and click the languages in the list. If your course is in english, then you do not need to select it. English is the default.
9. Service ID is simply an identifier for for a listing. Each listing must have a separate and unique Service ID. Service ID can be anything you want as long as it doesn't contain any special characters (numbers and letters only, "-" and "_" are also permitted). I suggest a 3 or 4 letter prefix abbreviation for your company name plus a 4 or 5 numbers, in sequential order. Such as, Reg0001, Reg0002, etc.
10. Language: Defaults to English. Or, hold the control key down and select the languages in which your services is provided.
11. Enter your website address in the corresponding website address field. Please do not enter the "http://". The system already assumes that.
12. If you are adding a training course, you can also enter a url in the schedule page url if your course is a publicly offered instructor led course or a publicly scheduled web based course. This link takes the user to a schedule for that course.
13. Enable Your Listings for Video Links: You can include a link to a video on your own website. When your account has been enabled the entry screens for your services and/or products will include a "Video URL" field. Enter the url to your video. Remember, this link MUST open a video directly or point to a web page where the user clicks to open a video. When you include a Video URl on your listing a "VIDEO" icon will appear at the end of the description field on your listing in the registry. (It will appear by itself if you don't have a description.) Please email or call me if you would like your listings enabled for a video link. There will be an additional $25 annual fee to have your listings enabled for the Video icon/link.
14. Your description must be no longer than 250 CHARACTERS. So, be brief.
15. To add a calendar event you must have added previously the course for which you want to specify a calendar event. From the main list in Maintain Listings click on the Service ID for which you want to add a calendar event. On the subsequent screen scroll to the bottom and click "Add Calendar". Enter information and save.

    You can add any other listings, such as, courses, products, speaker listings, etc. the very same way. Just remember to always start on the main Maintain Listings page by selecting from the drop down selection box the section in which you want to add a listing. And, always remember to select a topic in which you want your listing to appear from the selection box at the top of the input screen that follows.

    After you submit a new listing via the entry screen a message will appear at the top of the screen (just below the blue top bar). It will either say that the transaction was successful or it will specify an error. The most common errors are:

    1. Not selecting a "registry slot" (a topic) in which you want to place your listing or your selection is not at the topic level. Solution: click on the drop down list at the top of the page and choose a topic that is preceded by "->".
    2. Service ID is missing or not unique. That means you have used a service ID that is already being usd. Solution: Use a naming convention for your Service IDs. Such as, xxx001, xxx002, etc. Where xxx is an acronym or abbreviation of your company name.
    3. Description is too long. The system only allows 250 characters INCLUDING spaces.
    4. The link doesn't work when you click it in the page listings. You may have entered the "http://" when adding your listing. The system already assumes it. Simply remove the "http://" from the website url field on the input screen.
    5. You have entered a schedule page url but the delivery media you selected is not "public", "public & onsite" or a "scheduled web based". Either remove the schedule page url or change the media delivery type to be one of the above.
    If you get a message that your transaction was accepted, then you can verify it in the directory immediately by clicking on the corresponding section button on the left menu. If you added a training course, then click on the Training Courses button. Choose the category from the list on the subsequent page. Then, click on the quick navigate button and select the topic in which you added the listing. Scroll down the subsequent page to see your listing.

Accessing Leads

To access the leads log into the member services area of the registry (top right link on the home page). After logging in click on the Client Requests button. Then, click on the "Click here to view" link. That will display all the current/open requests starting with the most recent requests (by date). To see the details of a request simply click on the "eye" icon to the left of that request. Please respond directly to the requestor. Email address will be included in the request details. Your best bet is to respond by sending an email from your own email tool. Please remember to abide by the requestors preference as to how they want to be contacted and their response deadline. If you don't see the request in the list then it may have already expired. I don't keep archives of past requests.

Changing Website URL in Your Listings

Use this feature to change the website url in all or some of your listings. You are presented with 2 input fields:

1. The current url of the listing(s) you want to change. Enter that url in this field.
2. The new url that you want the current listing to be. Enter that url in this field. Click on the "Update" button at the bottom of the screen. A listing of all the records to be changed is displayed.

Daily Leads Emails

Once a day I email you a summary of all leads that have been posted to the registry for that day.If you do not want to get these daily emails or you want to change the email address to which the leads emails are sent, then you will need to log into member services and click on the "Opt-in to daily leads emails" button (the button with the yellow text). Please read and follow all instructions. Remember, you can view the leads anytime online even if you don't receive the daily emails.