Using Nroller

The following walkthrough will help guide the setup and usage of nroller. Be sure to attend one of our free online workshops or contact us directly if you need any further assistance. Your success fuels ours.

Nroller

Nroller offers a convenient and dynamic gateway between Salesforce and popular web conferencing services. Your customizable storefront will automatically populate with events from GoToWebinar and Adobe Connect, and each time someone enrolls, a new lead on Salesforce will let you know. With easy-to-use coupon codes, PayPal and Authorize.net integration, and categorical organization of events and webinars, nroller has everything you need to host courses in the virtual space. If you would like to try it out for free, sign up for a two week trial. If you like the trial, we will be in contact about finding a solution that works for you.

Account Setup

When you first login to your website, from your custom URL (i.e. nroller.net/guide), you will be directed to the Account Overview page.

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From here you will be able to see an overview of how your website is doing and a few details about your account.

If you are using a Salesforce account to get the most out of your nroller experience, you will want to add that account by navigating to Account Setup -> Salesforce Settings. You should arrive at a page like the one shown below with detailed instructions on how to add your Salesforce account.

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In the future, we will be releasing more Salesforce integration functions that help you with your nroller experience. Keep a look out for when we do!

If you did not setup your conference settings when you first registered for an account, you will want to do this immediately. This will be how you connect your nroller website with the events you are offering your users.

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To add a new conference provider, click the Add New button. Select which provider you want to use from the drop down menu and a specific set of fields will appear based on which provider you chose.

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For Adobe Connect, you will need to fill in your Adobe Connect username/email, password, Adobe Connect URL, and account number. Your Adobe Connect URL will be the specific URL that is assigned to your Adobe Connect account, such as envisiontel.adobeconnect.com. If you do not know you account number, it can be found inside your Adobe Connect URL, when you are signed-in. Here it will be listed as “account-id.” For reference, see the image below.

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Once you have all of this information in the correct fields, click save and your Adobe Connect account will be linked to your nroller website.

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If you are using a GoToWebinar account, select that option from the drop down menu and a different set of fields will appear. Enter your username/email and password, then click Generate Token. This will automatically generate your OAuth Access Token and your Organizer key. Once you have entered everything and generated your codes, click save and your GoToWebinar account will be linked to your nroller website.

An important step in getting your nroller website setup is to configure your payment options. To do this navigate to Account Setup -> Payment Settings. You will see two bubbles. Choose the service you want to use by checking the bubble next to it and the fields for that choice will appear.

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For payments through Paypal, you will only need to enter your username/email that is associated with your Paypal account. Once you have done this, click save and your Paypal payment settings will be saved.

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For Authorize.net, you will need to enter your API login ID and Transaction Key. Optionally, you can also input your MD5 Hash, which will add an extra layer of security for you and your customers. This option is extremely advisable.

Once you have setup your Authorize.net settings, you can enable Test Mode to test your connection to the payment gateway without actually authorizing or charging real credit cards or bank accounts. Just make sure you go back in and disable this feature when you officially open your store to your customers.

In order for someone to use your website, they must create an account. They will be asked to fill in a few fields of information based on how you setup the new user form. In order to customize this, you will need to navigate to your Account Setup -> New User Form.

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From here you will have the ability to customize any of the preexisting fields, except First Name, Last Name, Email, and Password. These fields are essential for the basic user information, so they are unchangeable.

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To customize a field that has already been created, click the box to the right of the field that looks like a pencil and a box. This will open the edit field properties menu as show above. If the field  is one of the original seven fields on the form, you will only be able enable/disable whether it is required or not. If the field is a custom field that you created, you will be able to edit the entire field.

To add a new field, click the Create New Field button at the top of the page and the New User Custom Field list should pop up, as shown below.

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Name the Label and choose the type of input you want for your users. If you pick Radio or Select dropdown (Picklist), make sure that you seperate each option with a new line.

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Then select save. To add your new custom field to your New User Form, click the drop down menu under Add /Edit Field. Select the new custom field and click Add. Your new field should show up at the bottom of the New User Form.

If you want to rearrange the order of the list, simply click and drag the fields into the order you prefer. Then click save.

Last but not least, this page offers you the ability to add an HTML Block to the left margin of your new user form page, under the left navigation links.

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Inside this block, you can add a simple message to you users, a link to another section of your website, or anything your heart desires. For an example of what this will look like, see the image below. The text to the left of the user form is the HTML block.

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With nroller, you will be able to completely customize the appearance of your store. To do this, you will want to navigate to your Account Setup -> Theme Editor. From here you will be able to customize the Colors of your site, your logo, banner, the main set of pages HTML block, a footer and the option to have an embedding in your website.

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To change any of these features, simply click on an option and the list will expand or you can click expand all on the top right corner. Most of these are rather self explanatory on how to change, but I will cover what specifically it is in the public view that you will be changing and some current limitations.

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Within colors, you will have the ability to change the colors of every aspect of your website. Each option explains what it is that you will be changing, which you can do by clicking the color clock to expand the color slider. If you already know which color you want, you can copy and paste that colors code into the text box next to the specific feature you want to change. Make sure you click the save button when you are done or your work will be lost.

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If you ever mess up with your color scheme and want to revert back to default colors and start over, you can do so by clicking the Use Default Colors button near the bottom of the Colors list, next to the save button.

Your logo will be positioned in the top left corner of the website in the public view.

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To change this, head to the Theme Editor and choose the photo you would like to use as your logo and then click Upload Logo. Make sure that the image you choose is no large than 235 by 77 pixel in size. If the image is large, you not be able to upload it. In the future, we hope to add an ability that will allow you to select a portion of a photo that is too large and unload that.

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The banner of your website will be the long image across the top section of the page. In the photo below, the banner is the large image with several windows and a man looking like he is writing/drawing.

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To upload you banner choose the image you would like to use and click Upload Banner. When you choose your banner, make sure that it is no large than 1900 by 500 pixels. As with the logo, we hope to implement a feature in the future that will allow you to select a portion of a photo that is too large to update.

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The HTML block editor will allow you to add a small amount of text, as well as links, to the left side of your site, underneath the event navigation buttons.

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When you have saved what you want in your HTML block, this is what it will look like on your public site.

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The Javascript Footer Code will allow you to add any sort of analytics for you website so that your can track the activity throughout your website. It will also allow you add any other sort of Javascript code you would find useful. For an example of what it looks like for plan text, see the image below. Google Analytics and other such source code would not show up as visible for the public.

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Finally, there is the embedding feature. Enabling this will display an “Embed” button on pages throughout your website. This will allow viewers to grab the embed code to embed your pages on their own websites, increasing your websites organic traffic.

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To enable this option, simply click the Enable Embed Mode check box.

Event Management

Once you have connected your conferencing provider, you will be able to see your events within your nroller website. However, you will need to categorize them in order for them to show up on the public view. To do this, navigate to Event Management -> Manage Categories.

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From here you will be able to create categories by clicking the Create a Category button on the top of the page. Once you do, you should see a couple fields appear.

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Now you can create the label for your category. Once you have typed in the label, the system will automatically create a URL based on your label. Now select a color by clicking on the color slider. You can make the category hidden if you would like. You may wish to hide certain categories if you want to make certain events inaccessible for a short time while changes are being made. Once they are available again, simply return to “manage categories”, click the pencil icon on the desired category label and deselect this radio button. Once you have filled everything out, chosen your color and decided whether to hide the category or not, click create. Now do this for all of the categories you would like to create.

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Now that you have your categories created, you can position them how you would prefer, including making subcategories. To do this simply click an drag the categories to the position you want. For a subcategory, drag the category under another one and drop it. Once you have positioned the categories how you want, click save. Now it is time to go to categorize your existing events.

Assuming you have already created a few categories in the Manage Categories section, it is now time to categorize some events. To do this, navigate to Event Management -> Categorize Events. If you have not yet created any categories, navigate to Event Management -> Manage Categories and go up to the tab of this training for that section.

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If you do not have any events showing up, you may need to go Event Management -> Event Setup + Reports. For more information about this section, see the Event Setup + Reports tab in this training guide.

To categorize your events, simply click and drag a category form the categories list and drop it onto the event you desire. You are currently only able to add a single category to an event, but in the future you will be able to add several categories to a single event.

To be continued once the new features are released within a few days.

Event Approval Rules are used to automatically approve user’s registrations in events based on fields in Salesforce. You would use this feature if you have events in Adobe Connect that are set to Require Approval. You can assign an event to multiple rulesets. Only one of the assigned rulesets needs to evaluate to “true” for the approval to happen.

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To create a new ruleset, type in a what you would like the ruleset to be called and click create.

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Once you have created a label, click on it from the list of rulesets and you will be presented with a few additional options. You will have the ability to define the rules, edit the label, assign events, assign webinars and delete the ruleset.

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To define a rule, click Define Rules in the ruleset label options, Then click Create New Rule.

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Now you can choose which fields you would like to map. Once you have chosen your fields, you can set the rules for that field. If you would want to auto-enroll everyone who has the email domain of envisiontel.com, label the field “envisiontel email auto-enroll”, select Contains from the Operator drop down menu, and then set the Value to “envisiontel”.

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If you have any other rules, all conditions must be met for a user to be auto-enrolled.

For assign and event or webinar, click on the link in the expanded ruleset label. Then click the event/webinar you want in the Available Events box and then click the arrow to move that instance to the Current Events box. Click save and now that instance will be assigned to the ruleset.

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If your company would like to offer special promotions, nroller has the ability to create coupon codes for you to distribute how you see fit. It offers a few different types of codes that you can create and many different options are present within the Define New Codes window.

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First, you will need to add a short description of the coupon code. Such as “Grand Opening” or “Spring Training Sale.”

Next you will need to choose whether you want your codes to be randomly generated or if you would like to generate them yourself.

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If you select Random Codes, you will need to specify the number of codes you wish to generate, how many characters you want your codes to be (i.e. 5 character code = 12345), and whether you want to add a prefix to each of your codes, which is optional.

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If you select Self Generate Codes, you will need to either type out each code or paste them into the field provided. Make sure that each code is separated onto a new line or you will receive one very large code.

Next you will need to define the discount code attributes. You can select a percentage based discount or a specific dollar amount.

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For percentage base codes you will need to define the discount amount, whether the discount can be used with other promotions, if the code expires and when, the number of times that the code can be used, and which courses the code will work with.

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Discount codes that subtract a specific amount have all of the same fields as the percentage based codes, with the addition of one. For these codes you can specify whether they hold their value. This means that if someone has a code worth $20 and they only spend $12, the code is now worth $8.

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Once you have created a code, you will be able to review your existing codes under the Define New Codes button. If you click on one of these, it will reveal the specific codes that were generated and options to edit the codes, export a list of the codes, delete the group of codes, or manually expire the codes. Now you are ready to distribute your codes to whoever you choose.

Users & Groups

If you need to access a list of the different users within your website, you can navigate to User & Groups -> Users. From here you will be able to edit your current users and export a CSV list for use outside of nroller.

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To edit an existing user, click on the edit link within that users expanded options list.

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From here you will be able to change all of the information for that user that exists in the New User Form, that the user filled out when they first registered. Once you have made your changes, make sure to click save.

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To manage which groups a user is assigned to, click on the Groups link in the expanded options list. The box on the left is all available groups to add the user to, while the list on the right is all groups that the user is currently assigned to. To change this, click on the group you want to add/subtract the user from and click the appropriate arrow to move that group to the other side. Make sure you click save when you are done.

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If a user has forgotten their password, you can manually go into the system and send a link to the users email to allow them to reset it themselves.

It can be useful to create groups to keep your users organized. To create a group, you will need to navigate to Users & Groups -> Groups.

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To create a group, type the name of the group in the New Group Label field and click the Create button. Your new group will show up in the groups lists below. To see more options for an individual group, click on the group

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From here you can edit the group, view the group in connect, assign users, assign events, assign categories, delete the group entirely and link it to Salesforce.

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To assign a user, event or category to a group, click the appropriate link and the box above will appear. From here you can see all available users,events/categories on the left and all current users/events/categories associated with that group. To change this, click on theuser/event/category you want to assign or remove and click the appropriate arrow to move it to the other box. Make sure to click save when you are done.

If you ever need to change the administrative privileges for any users or add them, you can do so by navigating to Users & Groups -> Administrators.

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To change a users administrative privileges, whether it is to add admin rights or take them away, select which list the user would be located. You can do this by click the bubbles at the top labeled Admins, non-admins, and all. Once you find the user you are looking for, click the select button to select them and then click the Enable/Disable button. The selected user(s) will now had there admin rights turned on or off. If you want to make someone a system admin, make sure that you click the Make System Admin check box and then click enable selected.

To display only users that are in the Event Managers group in Adobe Connect, check the checkbox labeled “Show Only Connect Event Managers”. These are often the users you will want to have administrative access. Users marked with an asterisk (*) are System Admins. Only System Admins can grant System Admin access.

Please ensure you only give administrative access to users you want making changes to your site settings and events.

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