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Knowledgebase : How To's
Before you set up automated email you must set up Segmention. Attached find two PDF's that detail how to set up segmentation and how to set up automated email.
See attached PDF to Learn how to create a note.
Email List Manage Email List is used to create an email list to send copies of Daily Offers to brokers, colleagues and members. See attached PDF to manage your email list.
The attached PDF file details how to add items to the marketplace. Ideal for exchange admins, brokers and members.
The attached PDF will detail how to generate an HTML or Excel notes report.
This article details how to use the Pay Anyone feature as a company. Please see the attached PDF.
See Attached PDF
This article detail how to use the Pay Anyone feature as a member. Please see the attached PDF.
There is already an email set up to be sent to all your new members soon after they join. It will be auto filled with your information and logo. This is template: Logo Very Important: need to add the offer of goods or services to be shown t...
See attached PDF to Learn how to use the e-mail template builder.
See attached PDF for directions on how to add an exchange
vBarter has an internal email app to send email to one, several or all members. You can even add images, videos and html tags to make your email look attractive. The email will be sent with your exchange logo from your default admin account. See the At...
Tthe attached PDF file details how to add brokers.
The attached PDF file details creating segmentations.
The attached PDF file details how to assign brokers to members. Before assigning brokers to members, you must add brokers to your exchange. You can download a tutorial about adding Brokers from the knowledgebase.
Hi John, In addition to checking internet speed, we can also try additional options: It is recommended to delete all your browser cache files. Depending on what kind of computer you have... For apple computers - open safari; history and click on ...
You can change the address on the statements by changing the address of the default admin account.
In the new versions of Excel, the default delimiter is now a comma. In order to display reports downloaded from vBarter in Excel format in columns, the Delimiter setting in Excel must be changed from a comma to a colon. In Excel, Select Text on the ...
If you'd like to determine the reason for the error codes when doing a batch processing using authorize.net, just drop the first number (7) and query the remaining 3 digit code here: http://developer.authorize.net/tools/responsereasoncode/
You can import a simple logo file to display on your website, or a banner image file (JPG or GIF) with a logo and imagery. Click on the Content menu option; Click on information; Select the link you're working with; click Edit; under the existing pi...
When a member is checked to receive their statement by Postal Mail, when you run Monthly Processing, a PDF file is created that contains all of the Printed Statements, which is added to your Inbox. You can then click on the link in your Inbox to displa...
A one minute Marketplace video explaining how to increase your trade velocity.
Members can add up to 99 sub-accounts to their account from the Account page in your website. Sub-accounts cannot offer items for sale in the marketplace. The only way they can earn trade is when the main account transfers trade to the sub-account. ...
Q: I need to add a category. Is this something I can do myself? A: Categories must be added at a top level so that all exchanges are using the same category list to select categories from. Therefore, just let us know what you would like added by pos...
To watch the video click Watch on Vimeo and enter code VB2014
To watch the video click Watch on Vimeo and enter code VB2014 VB Manage Demo [1] from VirtualBarter [2] on Vimeo [3]. Links: ------ [1] http://vimeo.com/86056911 [2] http://vimeo.com/user24895684 [3] https://vimeo.com
A: fill out the attached data import master sheet. If you add the data in the proper columns, we could import it at no charge. ***If we have to data map and write a custom script, it could easily take 10 to 15 hours at $35/hour.
Send 1099b in Manage > Exchange emails a 1099b to members. The 1099b barter sales also appear on member's January & February statements. In reports, you have the ability to view (HTML) or export (Excel) IRS filing data. In February, you can upload 10...
Q: How is a trade transaction handled between two members when at the place of business and not online? A: Transactions can be processed using several methoods: 1. Sellers can post a transaction using their computer. 2. Sellers can call the ...
Q: Can you help with content managment guidance? A: As this can prove to be a time consuming task, our relationship managers can help with new exchange set up and initial content management assistance, but if you have ongoing content revisions neces...
In order to display a video, you must first upload it to YouTube or Vimeo and the copy the embedded video code to your vBarter exchange. Here's a link detailing how to upload a video to YouTube: http://www.youtube.com/watch?v=9w-gQAwS2uc
Q: How do I send copies of your New Offers email to colleagues, family and friends so that they too can learn about the opportunties available on trade? A: When a member is logged in, on their Account page, they can add as many email addresses as...
A: To integrate an exchange's merchant account, we need your Merchant ID, their Bank ID, your checking account number and the ABA routing number so that batch processing settles through your merchant account to your checking account. Also, an exchan...
-go to virtualbarter.com/wiki -click 'login' at right -this takes you to a 'access denied page' -add user name (this is a separate system, but you can use your same VB user name) -add a password -click login -an email will be sent to ...