General Settings
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      1. Ad Sales Genius Knowledge Base
      2. System Settings
      3. General Settings

      Enabling Checkout

      Enabling a Product and its corresponding Ad Sizes and Ad Rates for Checkout

      1. Go to Settings > All Settings > Checkout Settings and toggle ON the Enable Checkout switch
      2. This is also where you obtain your direct checkout link to embed or add in emails
      3. Navigate to the Products page
      4. You can tell a product is Checkout Enabled by looking to the Checkout Enabled column
      5. View the product
      6. Click the edit button in the upper right corner
      7. Toggle ON the Show on Checkout switch
      8. Add a Checkout Description to your product, as this will show on the checkout page
      9. In addition to enabling the overall product, you must also enable every applicable component within that product, including: 
        • Product
        • Ad Sizes
        • Ad Rates
        • Locations
        • Sections
        • Issues
      10. Navigate to the various components within the product you are enabling and click the edit button on each individual item i.e., each ad size or each ad rate or each issue individually
      11. Toggle ON the Checkout Enabled switch
      12. Just as you can tell if a product is Checkout Enabled by looking to the Checkout Enabled column, you can do the same for Ad Sizes, Ad Rates, Locations, Sections and Issues
      13. Navigate back to the Overview tab of your product
      14. Click the edit hyperlink on the Checkout Sales Sheet to update what your buyers see when navigating to your checkout page online
      15. The Checkout Sales Sheet is the same platform used when editing Marketing Email Campaigns. You can drag and drop content, add images and embed buttons
      16. Preview your checkout page by copying + pasting your Checkout Direct Link into your browser; this is how it will show on the frontend
        • NOTE: If you see that a specific ad size or a specific issue is not showing for checkout, it is because that specific item has not been enabled for checkout. Go through steps 8-10 again, verifying that everything under that product is checkout enabled
      17. If you have multiple Products enabled for Checkout, they will appear as a list on your Checkout Page; your buyer can choose which product they want to advertiser in
      18. Once they choose the product, they'll be directed to a page where they can choose between all the Ad Sizes and corresponding Ad Rates, Issues, Sections, etc. you enabled


      19. Once they have made their selections and added any Special Requests, they will Add to Cart
      20. They will then be directed to the login page of the Client Portal (if they aren't already logged in), where they can either sign in to an existing account or create a new one
        • NOTE: Once they add these items to the Cart, a proposal will simultaneously be created within their account in ASG. Even if the buyer abandons their cart, the proposal will remain in their ASG account, allowing a sales rep to view and edit if necessary
      21. Once they are signed in, they will be able to view the content of their Shopping Cart
      22. They will proceed to Checkout and add their payment information to process the order
      23. This will be processed through the Merchant Account you integrated with Ad Sales Genius
      24. You will receive a notification within your ASG account when a new order is processed
      25. Once the order is processed, the proposal will automatically convert to a Won contract, thus all line items will show in the Insertions report, Sales Run Sheet, etc.