RAI2 Handbook

mono solutions // RAI2
RAI 2 HANDBOOK
CHAPTERS OF THIS HANDBOOK
1.  INTRODUCTION & HOW TO WORK WITH RAI IN THE ORGANISATION

2.  GENERAL SYSTEM FEATURES
3.  SYSTEM ADMINISTRATION
4.  PRE-PRODUCTION: BUILDING TEMPLATES
5.  PRE-PRODUCTION: AUTOMATED BATCH PRODUCTION
6.  SALES & CONVERSION: WORKING WITH START SITES IN SALES
7.  FULFILLMENT & SUPPORT: DELIVERING THE FINAL SITE
8.  DOMAINS
9.  APPENDICES: GLOBAL DATA
INDEX
0. INDEX 5. PRE-PRODUCTION - AUTOMATED BATCH PRODUCTION OF START SITES
WELCOME TO MONO SOLUTIONS AND RAI AUTOMATION: MERGING DATA/TEMPLATES
EXPORTING DATA – CREATING A CSV FILE
1. INTRODUCTION - HOW TO WORK WITH RAI IN THE ORGANISATION AUTOMATED SITES IN 3 EASY STEPS:
FACT SHEET - GETTING STARTED STEP 1: UPLOAD DATA (CSV FILE)
THE MAIN RAI FEATURES AT A GLANCE STEP 2: DATA VALIDATION
GETTING THE RIGHT PROCESSES IN PLACE STEP 3: GENERATE START SITES
RAI INTERFACE IS BASED ON WORK FLOW
RECOMMENDED TEAM ROLES 6. SALES & CONVERSION - WORKING WITH START SITES IN SALES
STAGES IN THE LIFE CYCLE OF A SITE – IN THE DEFAULT WORKFLOW GETTING SALES REPS TO WORK WITH RAI
ATTRIBUTES OF A SITE IN RAI UNDERSTANDING THE SALES ROLE IN RAI
ACCOUNTS, SITES & SUBSCRIPTIONS WORKING W. BATCH-CREATED START SITES
THE BASIC RAI TERMINOLOGY OVERVIEW OF ALL START SITES
SUBMITTING AN ORDER: FROM START SITE TO RFF
2. GENERAL SYSTEM FEATURES - THE ANATOMY OF THE SYSTEM
LOGGING IN 7. FULFILLMENT & SUPPORT - DELIVERING THE FINAL SITE
THE DASHBOARD FULFILLMENT: DELIVERING THE FINAL SITE
USING THE SEARCH FIELD ASSEMBLY-LINE APPROACH
NAVIGATING THE SITE LISTS IN RAI THE FULFILLMENT ASSEMBLY LINE
UNDERSTANDING THE FULFILLMENT ROLE
3. SYSTEM ADMINISTRATION (ADMIN ROLE) - SETTING UP & MANAGING THE SYSTEM RFF SITES – LIST OF INCOMMING ORDERS
CREATING A NEW USER / PERMISSIONS RFF: ADDING A PAID SUBSCRIPTION
USER ROLES/PERMISSIONS OVERVIEW ACCOUNT PAGE: CUSTOMER INFO PANEL
SETTING THE CORRECT TIME ZONE ACCOUNT PAGE: SUBSCRIPTION PANEL
DEFAULT & SETTINGS SUBSCRIPTION PANEL FUNCTIONS
STATUS CATEGORIES ACCOUNT PAGE: SITE PANEL
NEWS FEED ACCOUNT PAGE: ACTIVITY LOG
QUCK GUIDE: COMMONLY USED FEATURES
4. PRE-PRODUCTION - BUILDING TEMPLATES
TEMPLATES ARE BASIC FOR BUSINESS! 8. FULFILLMENT & SUPPORT - DOMAINS
GLOBAL & LOCAL TEMPLATES DOMAINS
THE TEMPLATE LIBRARY THE DOMAIN OVERVIEW PAGE
BUILDING NEW TEMPLATES REGISTER A DOMAIN
TEMPLATES - THE DEFINITION OF DONE DNS SETTINGS & MX RECORDS
APPLYING A TEMPLATE TO A SITE ATTACHING AND DE-ATTACHING DOMAINS
9. CALL TRACKING NUMBER (CTN)
ADDING CALL TRACKING NUMBER (CTN)
WELCOME TO MONO SOLUTIONS AND ’RAI’

WHAT IS RAI? WHY READ THIS HANDBOOK?
RAI is the control center where all customer This handbook is not only a manual to the
accounts and sites can be managed. Reseller Administration Interface. It is also a
complete guide to the operational and strategic
thoughts behind.
This presentation will take you through the best

practice work flows as well as the features and
functions of the Reseller Administration
Interface – ’RAI’.
1. INTRODUCTION
– HOW TO WORK WITH RAI IN THE ORGANISATION
FACT SHEET – GETTING STARTED

RAI WEBSITE EDITOR
(user interface) (Tool)
API
(communication layer)
•  The Reseller Administration Interface (RAI) is a web •  To access the RAI tool you need to be set up with a
interface built ’on top’ of the mono webservice (API). reseller account by mono. This task is part of the
initial set-up process done by mono solutions.
•  The RAI tool allows you as a reseller to manage
multiple user accounts as well as customer sites, •  As soon as your reseller account has been created
subscriptions and domains. you may log in to the system with your user name
and password via:
•  All major features are supported by the underlying
mono API which means that partners may replace the •  https://rai.monosolutions.com
interface at any time without loosing any data or
functionality.
•  RAI does not handle billing and invoicing.

THE MAIN RAI FEATURES AT A GLANCE

RAI is the control center where customer
accounts, sites and subscriptions are FEATURE HIGHLIGHTS
managed. ACCOUNTS, SITES & Create & manage accounts, sites and
SUBSCRIPTIONS subscriptions
SEARCH Search for sites, domains and customers
USER ROLES Manage user rights, roles & permissions
FLOW BASED INTERFACE Assign sites to different user-roles to optimize
work flows and fulfillment processes
TEMPLATES Create a library of start site templates
AUTOMATION Merge templates and content data to create
bulks of new start sites (1st drafts)
automatically.
DOMAIN REGISTRATION Register & manage domains directly within
the tool
LOGS Track user actions within the system
GETTING THE RIGHT PROCESSES IN PLACE

When working with online presence on a large scale,
effective sales and fulfillment processes are the corner
stones of maintaining a profitable business case.
It is absolutely crucial to get the right people in place in

both sales teams and fulfillment. Clearly defined roles and
responsibilities will help to maximize productivity as well PLANNING &
as the quality of each delivery. SALES & FULFILLMENT
PRE-
CONVERSION & SUPPORT
PRODUTION
RAI is designed to support best practice work flows and
proven ways to optimize the different stages of the
website ”assembly line”.
When working with RAI, implementing these workflows in

your organisation is strongly recommended because it
enables higher sales conversion as well as minimize
production costs.
The 3 main phases on the website ’assembly line’
RAI INTERFACE IS BASED ON WORK FLOW

THE RAI SYSTEM IS DESIGNED TO SUPPORT THE WORK FLOW ILLUSTRATED BELOW:
CHOOSE TARGET
PLAN MARKETING BUSINESS
CATEGORIES
BUILD LIBRARY
PRE-PRODUCTION OF BUSINESS CREATE START SITES
SPECIFIC TEMPLATES
CREATE SALES CONTACT POTENTIAL SIGN UP NEW

CUSTOMERS CUSTOMERS
FINALISE SITE
PRODUCTION/ PRODUCTION BASED
GET CUSTOMER
PUBLISH SITE
APPROVAL
FULFILLMENT ON START SITE
REPORTING/ SUPPORT & MANAGE TRACK SALES

MAINTAIN SUPPORT CUSTOMER SITES CONVERSIONS
RECOMMENDED TEAM ROLES
Role Active in phase Main tasks / responsibilities

Sales planner / Go-to-market Planning Based on market analysis and content analysis this role is responsible for planning
which business segments the sales & production should focus on next - and
responsible coordinating the batch production and sales effort accordingly.
Designer Pre-production & fulfillment The designer is responsible for building the reseller library of business specific
templates which will be used for batch production of first draft sites (START sites)
Sales manager Sales The sales manager is the team lead who will be the initial assignee for START-sites
created in the automated process. The sales manager is responsible for re-assigning
START-sites to individuals in his sales team.
Sales rep Sales The sales rep is responsible for contacting the list of potential customers with 1st
draft sites that has been assigned to them.
Admin Preproduction & fulfillment The Admin is the RAI super user and has the over all responsibility for user
management and overseeing that the processes are flowing correctly. The admin is
the initial assignee of RFF sites from sales. The admin is then responsible for re-
assigning the sites to individuals in the fulfillment team.
Fulfillment worker Fulfillment The fulfillment team may consist of individual skills such. Each fulfillment worker may
have expertise in one or more of the following subjects: Copy writing, costumer
contact, design configuration, SEO, quality check.
STAGES IN THE ”LIFE CYCLE” OF A SITE

- AS SEEN IN CONTEXT OF THE DEFAULT WORKFLOW IN THE RAI SYSTEM:
PLANNING & PRE-PRODUCTION SALES TEAM FULFILLMENT TEAM
CHOOSE CREATE UPLOAD GENERATE ASSIGN TO CONTACT ADD ORDERS CONTACT START FINALISE START
SEGMENTS TEMPLATES BATCH DATA START SITES SALES REPS CUSTOMERS ASSIGN TO CUSTOMER SUBSCRIPTION SITE & GET
FULFILLMENT APPROVAL
TEMPLATE START SITE (1st draft) RFF SITE PAID SITE

+ trial subscription + customer order + paid subscription
+ Business specific content (global data) + notes from customer + Site adjustments
ATTRIBUTES OF A SITE IN RAI

The two tables below explain the four major status-stages of a site and their attributes:
STAGES: TEMPLATE START SITE RFF SITE ACTIVE SITE

EXPLANATION A template is a pre-defined A start site is a 1st draft The RFF state indicates An active site with a paid
site (without any type of with a trial subscription that that the customer has subscription.
subscription) that can be has been generated/made bought a subscription and
used as a starting point on basis of a template and that the site is now ready to
when building sites. then populated with be upgraded from the trial
Templates may be designed customer specific content. subscription. The site is
to match specific needs of 1st draft sites may be ”Ready-For-Fulfillment” (R-
different business shown to potential F-F).
categories. customers in order to
increase chance of their
buy-in.
ATTRIBUTES: TEMPLATE 1st DRAFT RFF SITE ACTIVE SITE

DESIGN Pre-defined Pre-defined Pre-defined Manually adjusted
LAYOUT Pre-defined Pre-defined Pre-defined Manually adjusted
TEXT Generic Customer specific, auto- Customer specific, auto- Customer specific, manually
populated from content DB populated from content DB adjusted
IMAGES Generic Customer specific, auto- Customer specific, auto- Customer specific, manually
populated from content DB populated from content DB adjusted
TRIAL SUBSCRIPTION - Yes Yes -
CUSTOMER ORDER - - Yes -
PAID SUBSCRIPTION - - - Yes

ACCOUNTS, SITES & SUBSCRIPTIONS

How accounts, sites and
subscriptions are connected:
SITE A SUBSCRIPTION A + B + C
ACCOUNT Y SITE B SUBSCRIPTION A + B
SITE C SUBSCRIPTION A+B + C

EMAIL ADDRESS
SITE 1 SUBSCRIPTION A
ACCOUNT X SITE 2 SUBSCRIPTION A
SITE 3 SUBSCRIPTION A+B + C
EMAIL ADRESSES ACCOUNTS & SITES SUBSCRIPTIONS

Email adresses are mandatory Accounts are ’placeholders’ for sites. Subscriptions determine the product
in RAI to have accounts. A All sites must belong to an account – and permissions in the site editor.
customer may have several accounts and sites are always bound Subscriptions are usually attached to
accounts on the same email together. There may be several sites sites, but not always (e.g. domain or
address attached to one account. email subscriptions may be un-
attached to sites.
THE BASIC RAI TERMINOLOGY

TERM DESCRIPTION
ACCOUNT An account is a customer. Each account may have several active sites and subscriptions attached
ACCOUNT ID Each account has an unique ID number that may be referred to in support issues
SITE A site is a website or mobile site that has one or more subscriptions attached
SITE ID Each site has an unique site ID which should always be referred to in support issues
TEMPLATE Ready-made sites (without subscriptions) that can be used as a starting point fornew 1st draft sites
TEMPLATE ID Templates has unique IDs. Global templates are pushed out by mono. These may be copied, not edited
START SITE Start sites are 1st draft sites (based on templates with a trial subscription) and are created in a batch automation process. 1st draft sites may be
populated with business specific content and the sites can be shown to potential customers
RFF SITE RFF stands for ”Ready For Fulfillment”. RFF sites are start sites with an indicated order attached (which indicates which subscriptions the customer is
interested in)
BATCH A batch is a group of START sites that has been automatically generated in one instance. Each batch has a batch ID that will be inherited by the sites
included.
SUBSCRIPTION Subscriptions (paid, free or trial) control which features are available in the website editor.
USERNAME This is the username that the customer log on with in the web builder tool
PASSWORD This is the password that the customer log on with in the web builder tool
DOMAIN A domain can be attached. For example ’mydomain.com’
SUBDOMAIN Before a domain name is attached to a site, the site will be published on a subdomain.
REGISTRAR A registrar is the company that hosts a domain name – sometimes also called the domain host
DOMAIN TRANSFER The process of moving a domain name from one registrar to another
MX RECORDS A mail exchanger record is a type of resource record in the Domain Name System that specifies a mail server responsible for accepting email messages on
behalf of a recipient's domain
AUTH CODE A key code that is needed to confirm a domain transfer (sometimes also called ’EPP-token’)
2. GENERAL SYSTEM FEATURES

- THE ANATOMY OF THE SYSTEM
LOGGING IN
Log in to RAI from the log in screen with your personal
username and password.
Note that forgotten passwords cannot be retrieved – only

reset.
URL: https://rai.monosolutions.com/login
THE DASHBOARD
1 5
The personal dashboard is the start page in RAI:
A
2 3 4
A TOP NAVIGATION:
1.  User name & user permission role. Date & time
2.  Main navigation (Note that the ADMIN area is only visible for admin users)
B 1 C 3.  Create new account (Global button)

1
4.  Name of reseller account (you may toggle if you have access to more than one
reseller account
2 5.  Global search field (search on anything from site ID to company name)
B LATEST ACTIVITY:
1.  This box/table shows the number of subscriptions that has been started for each
category in the last 3 months in the reseller account.
C INFO FROM MONO / UPDATES:
1.  This box is a news feed containing global announcements from mono
2.  This is a news feed controlled by the Admin of your reseller account
D 1
D SITES ASSIGNED TO ME:

1.  This is a list of sites that has been assigned to you which you may need to take
action on.
USING THE GLOBAL SEARCH FIELD

The global search field enables easy search in RAI. The
1
search field is placed in the top bar - right corner.
WAYS TO USE THE SEARCH FIELD
1.  it is possible to search for the all elements on accounts and sites in RAI. This
includes the following:
•  Account ID
•  Site ID
•  User name
•  Company name
•  Sub domain
•  Email adresses
•  Description
You may search specifically for either account ID, Site ID or a user name by typing
one of the following pre-fixes in front of the search query in the search field:
EXAMPLE:
Account ID – Type [a:123456]

Site ID – Type [s:123456]
Username – Type [u:USERNAME]
NAVIGATING THE SITE LISTS IN RAI

There are several site overviews / lists in RAI. All lists has common navigation features:
4 5 6 7
FILTER OPTIONS: ACCOUNT & SITE ID LINKS: ACTION ICONS

1.  Filter the list to show desired output 4.  Clicking on either the [SITE ID] or the 5.  When clicking the [EYE] icon the
2.  You need to click [APPLY] to modify the [ACCOUNT ID] link will take you to the published site opens on either domain or
list with the chosen filter options. To account page of the specific account/ subdomain.
clear the filter click [RESET FILTER] and site 6.  The [TOOL] icon opens the site in the site
[APPLY] editor where you can edit the site.
3.  Sort the list view by clicking on the 7.  The [ADD ORDER] icon appears only on
column headlines START site lists and is used to upgrade
an START site to RFF status.
3. SYSTEM ADMINISTRATION (ADMIN ROLE)

- SETTING UP & MANAGING THE SYSTEM
CREATING A NEW USER / PERMISSIONS

User management is found under the ADMIN tab. The Admin is
responsible for setting up all users in the system and giving
each user the correct role/permissions:
A CREATING A NEW USER:
A 1 2 3 4 5 1.  Input the full name of the new user

2.  Assign a role to the user. Each role has different permissions in the system.
Choose the role appropiate for the user work responsibilities. (See guide to
permissions on next slide).
3.  Input the email address of the user. (An email willl be sent to the user when
account is created)
4.  Choose a user name for the user. This will be used each the user logs on.
5.  Click the [ADD] button
NOTE:
Once a new user has been created it can be edited or deleted by clicking either the
[SAVE] or the [DELETE] button.
If the admin has access to more than one reseller account it is possible to choose
1
which of these the new user should have access to.
B
B USER SUCCESSFULLY CREATED:
2 1.  Once the user has been created a success message will be displayed
2.  The login credentials are displayed on screen and an email has been sent to the
user´s email address with the same information.
USER ROLES/PERMISSIONS OVERVIEW

MANAGING USER RIGHTS, ROLES AND PERMISSIONS IN THE SYSTEM IS DONE BY THE RESELLER
ADMIN ROLE
The RAI system has four pre-defined roles which has the following user permissions:
ADMIN SALES FULFILLMENT CONSULTANT VIEWER

View sites and accounts YES YES YES YES (assigned to YES
him)
Edit sites and accounts YES - YES YES (assigned to -
him)
Change & terminate subscriptions & YES - YES - -
manage domains
Manage users YES - - - -
Indicate new order for a - YES - YES -
subscription (RFF)
Start paid subscription YES - YES - -
Access admin area YES - - - -
Assign sites YES YES YES YES -
Start site creation (batch upload) YES - - - -
Template creation YES - YES YES -
SETTING THE CORRECT TIMEZONE

Setting the time zone in the system will affect how all dates and
time stamps are displayed in RAI.
CHOOSE TIME ZONE

1 2
1.  Choose the appropiate time zone in the drop down menu
2.  Click the [SAVE] button to apply.
NOTE:
As soon as a new time zone is chosen all dates and times will change accordingly.
DEFAULT & SETTINGS

Apply the fundamental system settings before you start
working in the system:
A DEFAULT ADMINSTRATIVE INFORMATION

1.  Input all the contact details of the administrative contact. This information is
required when you register domains on behalf of customers. The administrative
contact is someone within the reseller organisation. The information will be
A B
automatically applied to the domain as administrative contact info for each
domain registration.
1 2.  Press the [SAVE] button to apply.
2 NOTE:
You may register domains without inputting the default data – however the system
will then require that you input the information manually each time you register a
domain.
1 The administrative domain contact SHOULD always belong to the reseller
organisation and should NEVER be the contact information of each individual end-
customer.
In organisations where sales-reps are not using RAI, switching

off the ’RFF-step’ in the default work flow is more effective.
Note that the RFF-step is switched on by default
B SYSTEM FLOW SETTING
1.  Switch on/off the RFF-step in the default work flow. By switching it OFF the sales
role will no longer be able to indicate a new order and move a site to RFF-status.
2 Instead the fulfillment role will apply a paid subscription directly without the
intermediate order-indication from the sales-rep role. See also slide on default
workflow
2.  Press the [SAVE] button to apply the change.
STATUS CATEGORIES
Defining your own ’customized’ status categories will help to
maintain control of the work flow and filter the system’s
different site lists.
Use the status codes A,B,C,D,E & F to tag your customer
base and/or manage your fulfillment workflow.
A A DEFAULT ADMINSTRATIVE INFORMATION
1.  Check the box to activate the status code

2.  The letter A,B,C,D,E or F indicates the status and is shown in the different site
lists in the system if activated
3.  Define what the status code means in your work flow. You may use any status
categories that make sense in your internal work flow. Below are some examples
for inspiration.
4.  Press the [SAVE] button to apply
EXAMPLES OF STATUS CODES IN A TYPICAL FULFILLMENT FLOW:
A = initial customer interview has been done

1 2 3 B = Design has been adjusted
4
C = Text / copy writing is done
D = SEO texts has been applied
E = Final quality check has passed
F = Site has approved by customer
B
1 B CATEGORY CODES ARE SHOWN IN THE SYSTEM´S SITE LISTS
1.  The status codes for each site is displayed in the ’CAT.’-column in the site lists.
The appropiate status code is applied to each site on the specific customer
account page.
NEWS FEED
The news feed feature is a unique communication channel to
all users of the RAI system. Write and publish
announcements that will be displayed on the RAI dashboard.
A A OVERVIEW OF EXISTING ANNOUNCEMENTS
1.  Creation date and headline of active announcements on the dashboard

1 2 2.  Delete an existing announcement by clicking the [DELETE] button.
NOTE:
Existing announcements cannot be edited once created.
B 1
2 B CREATING NEW MESSAGES / ANNOUNCEMENTS
1.  Write the headline for your announcement. Headlines are always visible on the
dashboard.
2.  Write the announcement body text. The body text will be collapse leaving only the
headline visible for all older announcements.
3 3.  Click the [CREATE] button to publish your announcement to the dashboard.
NOTE:
If you have access to multiple reseller accounts, you may choose where to post your
announcement.
PLANNING &
SALES & FULFILLMENT
PRE-
PRODUTION
4. PRE-PRODUCTION
- BUILDING TEMPLATES
TEMPLATES ARE BASIC FOR BUSINESS!

Being the fastest way of creating new sites – templates
(also referred to as ”start site templates”) are vital for an optimized
production flow.
Instead of starting from scratch each time a new site is being

built, simply copy one of the pre-built templates from the
template-library to the new site.
Since templates in mono consists of an ”assembly of modules”

put together in a specific way, it is easy to modify the template to
fit specific design & content requirements of individual customers.
A template is built just like a normal site, but has NO subscription.

The pages on the template contains both (stock)images and
generic texts - these should be replaced on the final site.
The best way to work with templates is to define and build a

library that contains several templates for each business type
(dentists, hotels etc.).
Each template in the library should be pre-configured and

designed to match specific needs of different business
categories.
GLOBAL & LOCAL TEMPLATES

There are two kinds of templates: GLOBAL and LOCAL. Both types are found under the
templates tab. All start site templates has an unique template ID (visible in RAI).
GLOBAL TEMPLATES LOCAL TEMPLATES

•  A GLOBAL start site/template is a template that is •  A LOCAL start site/template is a template that is built
built by mono and pushed out to all reseller accounts by the reseller – either from scratch or based on a
in RAI. Global start sites/templates are business copy of a global mono start site/template.
specific and help resellers to get a quick start on
building new sites. •  A reseller may build as many templates as needed
until the library contains a sufficient diversity of
•  The global templates may NOT be edited by anyone templates for each business category.
else but mono solutions – but it´s possible to make a
copy and then edit the copy into your own LOCAL •  Building a large library of templates is an investment
template. that pays off. It secures a much faster production
flow and much smoother fulfillment processes (See
flow slides in introduction chapter).
THE TEMPLATE LIBRARY

Navigate to the template tab to see the template library:
A CREATE NEW TEMPLATE BUTTON:

A Click the [CREATE NEW TEMPLATE] button to create a new template
B SEARCH FILTERS
B 1 2 3 4
1.  Choose to filter on LOCAL, GLOBAL or ANY type of template
2.  Filter on language of the template (Language used when creating the template)
3.  Filter the list on heading / business category of template
C 4.  Apply search filter or reset filter options
C LIST OF TEMPLATES IN LIBRARY:
1.  Activate the radio button if you want to either delete or copy a template
1 2 3 4 5 6 7 8 9 10
2.  Thumbnail of the front page of the template
3.  Template ID – a unique and searchable ID number for that particular template
4.  Heading that describes what sort of business category the template is built for
5.  Language indicates the language used when creating the template
6.  Title is a descriptive text / headline for the template
7.  Description is a longer descriptive text describing the content of the template
8.  Scope indictaes whether the template is either LOCAL or GLOBAL
9.  Clicking the [EYE]-icon opens the URL of the template in a new tab/window
10.  Click the [TOOL]-icon to edit the template. Note that only LOCAL templates may
be edited
D DELETE / COPY TEMPLATES:

D
When a template is checked (see pt. C1) you can either delete or copy the template.
Only ADMIN roles may delete templates. Global templates cannot be deleted.
BUILDING NEW TEMPLATES

Building templates should be part of a structured effort in
the pre-production phase (see introduction chapter).
The process of building templates ought to be carefully

coordinated with the go-to-market strategy. The template
1
library should be built up in correspondence with the business
2
segments in focus.
3
RAI-users with the fulfillment permission has access to build
4
templates. The best templates are built by people with design
skills as well as an understanding of market and best practices
for different business categories.
5 Start by deciding WHO you are building a template for by

describing it:
4. EXAMPLE OF A BEST PRACTICE TEMPLATE DESCRIPTION:
NAMING AND DESCRIBING A NEW TEMPLATE
a)  GENERAL: Romantic style template - good for florists
b)  # PAGES: 3 1.  A descriptive title should contain the following syntax:
c)  DESIGN: Boxy style [BUSINESS CATEGORY], [LOOK/FEEL],[ SKIN TYPE]
d)  SPECIAL FEAT.: Emphasis on contact module
e)  CHANNELS: desktop, mobile FB Example: Menu & Accommodation, Dark, Colaborate
f)  IMAGES: Front page images is free to use
g)  DISCLAIMER: This template may contain images that are subject to copy right and may 2.  Choose a heading / business category that are matching to your template theme
not be used on live production sites. 3.  Choose the language used on the template from the drop down list.
4.  Add a thorough description to the template. See best practice example left.
5.  Click the [CREATE] button to start building your template
TEMPLATES – THE DEFINITION OF DONE

The ROI of building a substantial library of high quality templates may be extremely high. Before each
template is done, the following acceptance criteria should be fulfilled:
ACCEPTANCE CRITERIA
1. All pages of the template should be completed

2. The template has a clear heading specific theme
3. The template is constructed after best practice for that particular heading type
(business category).
4. The template has been built with 1-1 modules (full width) so that it is responsive and
covers both desktop/mobile & FB.
5. The template has been tested in mono supported browsers (IE, FF, SAFARI, CHROME)
6. No images or texts subjected to a 3rd party´s copy right were used
7. Global data tags has been included on the relevant pages & modules
8. The template has been named and described according to best practices.
9. The template has been approved by the responsible person
APPLYING A TEMPLATE TO A SITE

A There are 3 ways to apply a template to a site.
1.  Manually - when creating a new site (see below, A)

2.  Manually – adding to an existing site (see below, B)
1
3.  Automatically (See chapter on START SITE production)
B
A APPLYING A TEMPLATE MANUALLY WHEN CREATING A NEW SITE
1. When creating a new account, choose the template from the drop down menu in
3
the dialogue box
4
B APPLYING A TEMPLATE MANUALLY TO AN EXISTING SITE
5
It is possible to apply a template to an existing site at any time. However this process
will overwrite all existing content.
1
Applying the template is done from the ACCOUNT PAGE.
1.  Navigate to the SITE TAB and choose the relevant site
2.  Click the [COPY FROM TEMPLATE]-button
3.  Choose which channels you want to copy the template design and content to
4.  Choose the template you want to copy from
5.  Click the [COPY] button to overwrite the existing site design/content on the chosen
channels. Press the [CLOSE] button to cancel the process.
NOTE:
Once a template has been copied to a site, ALL existing content and design on the
site is overwritten with the template content and design.
2
This action cannot be undone!
PLANNING &
SALES & FULFILLMENT
PRE-
PRODUTION
5. PRE-PRODUCTION
- AUTOMATED BATCH PRODUCTION OF START SITES
AUTOMATION: MERGING DATA/TEMPLATES

The production of START sites (or ’1st draft’-sites) can be automated to reduce production costs and improve
customer buy-in dramatically. Upload business specific content data for each of your potential SMB customers. The
RAI system automatically merges the uploaded data with templates and creates START sites.
CONTENT DATA
MERGE START
SITES
TEMPLATES
CONTENT DATA TEMPLATES START SITES

The content originates from your data The templates are stored in the template The result of merging business data with a
base and contains business specific library in RAI (see former chapter). template is called a START site. The
information like company name, address, system adds the uploaded data to the
telephone, opening hours etc. (see also Each template has an unique template ID. global data fields on the pre-produced
global data). template.
This ID number is added to each content line
in the uploaded CSV file, so that the system
You export the data from your DB to a knows which business data goes to which A free trial subscription is automatically
CSV file and then upload it to the RAI template. added and the START site is rendered and
system. published. The resulting ’1st draft’ of a
site with real content can be shown to the
potential customer.
EXPORTING DATA – CREATING A CSV FILE

The CSV file must be either comma separated or semi-colon seperated. Opening the CSV file in a Excel-sheet it
should look like below.
4
2
EXPLANATION:
1.  Row [#1] contains the global data tags in the fixed order (See also global data chapter)
2.  Column [#A] must contain the template ID that you want for each START site. This ID is added manually in the end before the upload.
The template ID´s are found in the template library (see template chapter)
3. Rows [#2-499] contains business information for each business (one company / SMB per row)
4.  Column [#B-AG] contains the content corresponding to the global data field (phone number, street, city etc…) See global data chapter.
IF YOU CREATE YOUR CSV FILE IN EXCEL YOU MUST SAVE THE FILE AS CSV FILE
AUTOMATED STARTSITES IN 3 EASY STEPS

The process of creating START sites is done in 3 basic steps. First you need to create your CSV file (step 0)
1 2 3
UPLOAD DATA VALIDATE DATA GENERATE START SITES
Data is uploaded to RAI via a comma Once the CSV file has been uploaded, the RAI Once validated the RAI system will autogenerate
separated CSV file. system checks and validates that the data is your START-sites. The process will run as a
correct and placed in the right data fields. background process and you are able to work
This CSV file contains business specific elsewhere in the system while the autogeneration
The system will report if any errors are found in takes place.
global data for each business and a
template ID for each business (See next the data.
slide) The duration of the process depends on the batch
size (how many listings you have uploaded in the
The recommended size of a batch is CSV file in step 1)
maximum 500 listings per CSV file.
STEP 1: UPLOAD DATA (CSV FILE)

Uploading batch data can only be done by users with ADMIN
permission.
Navigate to: START SITES -> START SITE BATCHES
B
A START SITE BATCH OVERVIEW
A
This overview will list all batches that has ever been uploaded in the reseller account:
1.  BATCH ID – this indicates a unique number of each batch upload. The sites
1 2 3 4 5 6 7 generated in the batch will enherit this ID so that you may always trace any site
back to it´s origin.
2.  Batch name: Each batch can be given a name/title (example: ”Dentist batch #1”)
3.  The status indicates whether the batch is either done or still in progress
4.  Creation date of batch
5.  Name of the RAI user who initiated the batch
6.  Show sites: Click the [EYE]-icon to see the list of individual START sites that was
generated in each batch.
C 7.  Download source. Click the [DOWNLOAD]-icon to download the original data file
1
2 B CLICK THE [UPLOAD BATCH DATA] BUTTON TO UPLOAD A NEW BATCH
3
4
C UPLOAD YOUR CSV FILE
5
1.  Browse and locate CSV file for upload on your drive
2.  Give the batch a descriptive title (example: ”Dentist batch #1”)
3.  Check which trial subscription should be applied to the start site (If more than
one type is available)
4.  Click the [UPLOAD] button to upload the file
5.  Click to see an example of a CSV file.
STEP 2: DATA VALIDATION

Once uploaded, the RAI system validates the data provided in
the CSV file. The system will run through all listings in the file
and display 4 random listings for manual validation:
1 BATCH DATA - MANUAL VALIDATION
2 Check manually on the 4 displayed listings that the content is placed correctly in the
corresponding global data fileds:
1.  BATCH ID – indicates the unique ID of the batch of START sites about to be
generated. All the start sites in the batch will inherit the batch ID so that can
3 always be traced back to their origin.
2.  Click the [GO BACK] button to upload again
3.  Check that the data appears correctly
4.  Click the [START SITE PRODUCTION] to generate start sites
IF VALIDATION FAILS, THE SYSTEM WILL DISPLAY AN ERROR MESSAGE

THAT INDICATES WHERE IN THE FILE DATA IS EITHER WRONG OR
INCOMPLETE. CORRECT THE ERRORS AND UPLOAD THE CSV FILE AGAIN:
4
STEP 3: GENERATE START SITES

After validation the system is ready to autogenerate the START
sites by merging the uploaded data with the destined templates.
The rendering process will take place in the background and it

A is possible to work elsewhere in the system simultanously. The
duration of the process depends on the size of the batch:
1
A START SITE RENDERING PROGRESS SCREEN
2 1.  Estimated time to completion will indicate how much time is left before all START
sites in the batch has been generated
2.  The progress bar will indicate how far the process is and the success/failure rate
below.
3.  At any time during the process you may click this button and see the list of
3 completed START sites from this batch (see B below)
B LIST OF COMPLETED START SITES FROM THE BATCH – READY FOR SALES
1. This list will show all completed START sites from the batch. These are all live sites
B
with a trial subscription – ready to be assigned to the sales team who can show the
sites to potential clients (see next chapter)
2. The admin user should assign the completed START sites on to the sales team
manager
PLANNING &
SALES & FULFILLMENT
PRE-
PRODUTION
6. SALES & CONVERSION

- WORKING WITH START SITES IN SALES
GETTING SALES REPS TO WORK WITH RAI

Getting the salesforce to work with RAI is crucial for a
successful process.
Armed with pre-produced START sites your sales reps has

something concrete to show - a complete 1st draft site
populated with the potential customer´s real data.
To be able to SHOW a real site to a potential customer,

can drive sales conversion up.
Once the first batch of START sites has been created, the
sales process can begin. The START sites are handed over
to sales and the sales reps will begin contacting the
customers and show them the 1st draft START sites.
The sales team should work actively in RAI –
showing customer START sites and assigning
When a customer signs up for a paid site, the order is orders to fulfillment.
assigned further on in the website assembly line – to

fulfillment.
UNDERSTANDING THE SALES ROLE IN RAI

The sales user-role has a limited but very important task in RAI.
ADMIN USER ASSIGNS A BATCH OF
The sales reps job is to contact potential customers - show them NEW START SITES TO SALES MANAGER
the START sites that has been created for them and get the
customers to sign up for paid subscriptions.
The sales role & system permissions are limited to:

SALES MANAGER ASSIGNS START
1)  Working with START sites (trial subscriptions) SITES TO INDIVIDUAL SALES REPS
2)  Indicate orders from customers in the system – RFF status IN THE SALES TEAM
3)  Assigning further on to fulfillment
When a sale has been closed and an order has been submitted,
the START sites changes status to ’RFF’ (Ready-For-
Fulfillment’).
SALES REPS CONTACT CUSTOMERS
* Note that the RFF-step has to be active (See chapter 2, AND SUBMIT ORDERS TO FULFILLMENT
managing the system) (RFF)
WORKING WITH BATCH-CREATED START SITES

When a batch of START sites has been completed they are ready
to divide out to the individual members of the sales team.
Once sites has been assigned to sales reps they will also show
on their personal dashboards – ready to take action.
TOTAL LIST OF START SITES CREATED IN ONE BATCH:

1 2 3 4 5 6 7 8 9 10 11 12 13
1.  Check the box to either assign or export to CSV.
2.  Site ID for the START site. The link goes directly to the site-tab on the accounts
page.
3.  Account ID for the new account. The link goes directly to accounts page.
4.  Name of person
5.  Name of company
6.  Heading (business category) of the SMB (ex. dentist, restaurant etc.)
7.  BATCH ID number showing which batch the site was created in.
8.  Logged in? This column indicates if anyone has logged in to the site inside the
editor.
14 15
9.  The ”Contacted checkbox” will allow a sales rep to keep track of who he
has contacted on the list of START sites assigned to him/her.
Sales Rep ”Joe Blacks” personal dashboard:
10.  Expires: This column displays the expiry date of the trial subscription. If the site
has not been upgraded with a paid subscription before the expiration date, the
START site will be deleted automatically (and cannot be restored).
11.  Assignee shows who should take action on the site (contact the customer)
12.  Click the [URL] or the [TOOL] icons to go the published site or edit the site withing
9 the editor tool.
13.  Click the [UPGRADE] icon to submit an order and assign the site to
fulfillment
14.  Export the list of checked sites to CSV

15.  Assign checked sites to a RAI-user – choose user from drop down list
OVERVIEW OF ALL START SITES

Navigating to the START SITES-page will give a full overview of all
sites that has START SITE-status (sites created in a batch upload
with a trial subscription).
The list can be filtered and sorted as desired to get any desired
overview.
1
THE SITE SITE LIST OVERVIEW
1.  Filter the list by applying criteria from the drop down lists. Click [APPLY] to modify
the overview. When reset of filter click [RESET FILTER] and [APPLY]
2
2.  The list view can be sorted as desired by clicking on the headlines of each column
(Heading, Batch ID, assignee etc.).
3.  Clicking the [upgrade] icon in the right column the sites can be assigned to the
fulfillment team with an order submission (See next slide)
4.  All list views may be exported or assigned
3
After upgrading the site to RFF status and assigning to the
fulfillment team, the site disappears from START SITE overview to
appear in the RFF-overview (see next chapter).
4
SUBMITTING ORDERS: FROM START SITE TO RFF

When closing a sale, the sales rep submits an order to
the START site and assigns it further on to a person in the
1 fulfillment team. The site is now ”Ready-For-Fulfillment”
(RFF-status).
2 The sales rep indicates which subscriptions the customer

has ordered and attaches notes and additional contact
info from the conversations with the customer.
SUBMITTING AN ORDER AND ASSIGNING TO FULFILLMENT
1.  Choose a person in the fulfillment team to assign the RFF site to.
2.  Check the boxes of the subscriptions the customer wants (this does not
actually start the subscriptions)
3
3.  Add relevant notes about the order to the fulfilllment team
4.  Add a customer ID from a CRM if relevant
4 5.  Add a telephone number to where the customer can be contacted
6.  Add customers contact email.
5 7.  Click the [SAVE CHANGES] button to submit the order and uprade the site to RFF
status.
6
After upgrading the site to RFF status and assigning to the

fulfillment team, the site disappears from the sales-rep´s
7 dashboard.
PLANNING &
SALES & FULFILLMENT
PRE-
PRODUTION
7. FULFILLMENT & SUPPORT

- DELIVERING THE FINAL SITE
FULFILLMENT: DELIVERING THE FINAL SITE

The fulfillment team is the backbone of the assembly line.
The team members take 1st draft sites that has been
assigned with order submissions from the sales teams
and transform the draft to the final site – the end-product
which is delivered to the customer.
Creating automated 1st draft sites saves time and cost in

fulfillment. But still it is essential to maintain carefully
managed ”assembly line”-approach to fulfillment in order
to reduce the potentially cost heavy tasks of adjusting
sites to the end-customer´s satisfaction.
The shorter time spent on fulfillment, the better the profit

Once a sale has been been closed the fulfillment
margins become for the company. team takes over. They do the final adjustments
and delivers the end-product to the customer.
The RAI tool provides all the tools necessary to build and
maintain customer sites effectively.
ASSEMBLY-LINE APPROACH
Effective fulfillment improves the business case. Set a clear target for how long fulfillment time should be for the
average delivery (for example 4 hours end-to-end). Organise your fulfillment team after skillset and make sure to
coordinate the processes in logic sequence. Activate the assembly line and collect data on how long it takes to
refine the 1st draft site to the final product:
FULFILLMENT STEPS INCLUDED TASKS TYPE OF ROLE
Interview w. the customer Talk to the customer about how the final site should be adjusted. Take ADMIN / ACCOUNT MGT
offset in the 1st draft site and the notes from the sales rep´s initial
conversation w. the customer (handed over in the RFF upgrade process).
Upgrade subscriptions Start the paid subscriptions ordered by the customer (in RAI) ADMIN / ACCOUNT MGT
Gathering materials (logo, images descriptions etc) Collect the missing materials needed to complete the site. This could be ADMIN / ACCOUNT MGT
logos and miscellanous input e.g. business descriptions etc. Get the
customer to email the specific elements if needed
Copy writing Adjust generic texts from the 1st draft site to fit the specific business COPY WRITER
requirements. Check that all relevant global data fields has been filled
out.
Design adjustments Configure the design and layout of the 1st draft to match the customer´s DESIGN
requirements
SEO Write the required SEO tags on all pages and check that content and COPY WRITER
tags (title etc) are in correspondence. Perform basic other SEO steps in
order to secure that search engines find and index the site correctly.
Quality check Run a final quality check of the final site to catch obvious spelling ADMIN / ACCOUNT MGT
mistakes, dead links, missing images etc.
Customer approval Get the final customer approval for the site ADMIN / ACCOUNT MGT
THE FULFILLMENT ASSEMBLY LINE

1st DRAFT SITES –
READY-FOR- CUSTOMER INTERVIEW
FULFILLMENT (RFF)
UPGRADE SUBSCRIPTIONS
CONTENT GATHERING
COPY WRITING & GLOBAL DATA
DESIGN ADJUSTMENTS
SEO TAGS & CHECK
FINAL QUALITY CHECK

FINAL PAID SITES
CUSTOMER APPROVAL
UNDERSTANDING THE FULFILLMENT ROLE

SALES REPS SUBMIT ORDERS TO
The main purpose of the fulfillment team is to deliver final sites
to the customers: To build, adjust and manage the sites for the FULFILLMENT – 1ST DRAFT SITES THAT
clients. ARE ”READY FOR FULFILLMENT” (RFF)
The fulfillment role in the RAI system has a broad set of

permissions in the system that enables management and
support of sites, subscriptions and domains.
FULFILLMENT TEAM MANAGER OR
Fulfillment starts when an order has been submitted either ADMIN ASSIGNS TASK TO INDIVIDUAL
through the sales team (as a RFF-site) or elsewhere.
FULFILLMENT WORKERS
Depending on the size of the fulfillment team – workers may
have different skill sets and will handle sites at different stages
of the refinement process (see assembly-line on previous page).
The RAI system enables the team to assign sites internally to INDIVIDUAL FULFILLMENT WORKERS
each other. On the dashboard or on the site overview page each
fulfillment worker will be able to see all sites that are currently COMPLETE TASKS AND ASSIGN SITES
assigned to them. TO THE NEXT PERSON ON ASSEMBLY-LINE
RFF SITES – LIST OF INCOMING ORDERS

Incoming orders from the ”START SITES-flow” can be found under
1 the overview-tab. These 1st draft sites has been assigned to the
fulfillment team from sales team with submitted orders.
The sites now has the RFF-status and can be found under the
2 RFF-tab.
3 MANAGING RFF SITES
1.  Navigate to the OVERVIEW page

2.  Navigate to the RFF-TAB to see the list of all sites with RFF status. These sites all
4 need to be upgraded with paid subscriptions
3.  Filter the RFF-list to get the desired view. All lists and list views may be exported
to CSV
4.  The assignees may use the CONTACTED check box to keep track on which
customers has been contacted
5
5.  Click the [ACCOUNT ID] link to go to the account page and upgrade
6
subscriptions
6.  Assign checked sites to another user

RFF: ADDING A PAID SUBSCRIPTION

RFF-sites are sites with pending orders. The order is visible on
the ACCOUNT page with a subscription indication and notes
from the sales rep.
After contacting the customer, the fulfillment worker clicks apply

1
to start the desired subscription(s).
ADDING PAID SUBSCRIPTIONS
1.  Navigate to the ACCOUNT page - > CUSTIOMER INFO TAB

2.  Check the subscriptions that the customer wants. The indication from sales is
already visible.
2 3.  Click [APPLY] button to start the subscription. This action will be billed
4.  Notes from sales rep´s initial conversation with the customer
5.  Add additional notes and press [SAVE] button
3 When a paid subscription has been added, the site disappears

4 from the RFF-list and appears on the PAID SITES list.
5
ACCOUNT PAGE: CUSTOMER INFO PANEL

The account page is where you manage individual accounts,
sites and subscriptions.
1 2 3 4
THE ACCOUNT PAGE CONSISTS OF 4 SECTIONS:
1.  CUSTOMER INFO PANEL: This is where all customer information is kept and edited
2.  SUBSCRIPTION PANEL: This is where all subscriptions are managed
3.  SITE PANEL: This is where all sites attached to the account is managed
4.  ACTIVITY LOG: This is where all activity is logged on the account
5
CUSTOMER INFO PANEL
5.  This is where customer information is edited. The information in each field should
be kept updated
6.  Set a status category if relevant (choose from list) – see also ADMIN CHAPTER. The
chosen status will show up in the list overviews.
7.  Use the fulfillment notes to communicate important info about the client – or to
the assignee who is next to work on the site in the assembly line.
7
ACCOUNT PAGE: SUBSCRIPTION PANEL

The SUBSCRIPTION PANEL on the account page is a central
place where all subscriptions on the account is listed.
1
For each subscription a specific set of actions are

2 available (See next pages)
1.  Click [ADD NEW SITE SUBSCRIPTION] to add additional subscriptions to the
account. In the dialogue you may choose whether to attach the new subscription
to an existing site on the account or start a new site with the subscription.
2.  The list of current subscriptions on the account is divided into the four
categories. Each category list provides status and manage/edit options for each
3
subscription:
1.  BUNDLES
2.  SITE SUBSCRIPTIONS
3.  DOMAINS
4.  EMAIL SUBSCRIPTIONS
3.  Click the [ADD DOMAIN] button to add another domain subscription and register
4 the domain.
4.  Click the [ADD EMAIL] button to add an additional email subscription
SUBSCRIPTION PANEL FUNCTIONS

The table below gives an overview of the different subscription types and how they can be managed from the subscription
panel on the account page
SUBSCRIPTION TYPE BUTTON FUNCTION
BUNDLE & SITE [ON EXPIRE]-link This determines what should happen when the subscription period expires. There are two settings: 1) RENEW
SUBSCRIPTIONS 2) TERMINATE. If set to ’renew’, the subscription will be rebilled and renewed at the end of the subscription
period. If set to ’terminate’, the subscription will terminate (Note that if the terminated subscription is the only
active subscription on an account or site, the site will be deleted)
[UPGRADE] This button enables upgrading to a ”larger” subscription – choose from the drop down list. Only contractually
agreed upgrades are available. Downgrades are not possible. If the button is light blue and inactive, there are
NO available upgrades to the specific subscription.
[TERMINATE NOW] The subscription will terminate immediately. Note that this will impact the site instantly and may take the site
offline IF the terminated site subscription is the only active site-subscription left on the site.
DOMAIN SUBSCRIPTIONS [ON EXPIRE]-link Same as above (NOTE! Domains cannot be immediately terminated but will run the full subscription period.
[DNS SETTINGS] Edit or reset the DNS settings and MX records for the domain. Add C-name or A-records.
[MANAGE] Retrieve AUTH code and TRANSFER status for the domain. Manage which site the domain should be attached
to and whether it should be a primary domain.
[MOVE] Move the subscription from the current account to another account (This is not a domain transfer).
EMAIL SUBSCRIPTIONS [ON EXPIRE]-link Same as above
[MANAGE] Reset the email password or delete the email
[MOVE] Move the subscription from the current account to another account
[TERMINATE NOW] The subscription will terminate immediately. Note that this will delete the email address instantly and all emails
will be lost and cannot be retrieved.
ACCOUNT PAGE: SITE PANEL

From the SITE PANEL it is possible to see all site information and
1 manage the site.
2
1.  The SiTE ID is one of the most important identifiers both when searching for a
specific site in RAI, but also when reporting issues to mono.
2.  The DIFM or DIY will indicate whether this site is a DO-IT-FOR-ME site or a DO-IT-
YOURSELF site
3.  Information specific to this site. Click the [EYE] icon to open the published site in
3 your browser
4.  The action buttons allow for effective management of the site without having to
log in to the site EDITOR itself. See table of buttons & functions below:
BUTTON FUNCTION
EDIT Edit name, language, description of the site (username and subdomain may not be changed). Reset password, Attach a domain
MOVE Move the site and all attached subscriptions to another account (individual site subscriptions cannot be moved individually)
COPY FROM TEMPLATE Copy a template over to the site. This will overwrite / replace the existing content – and the action cannot be undone
PUBLISH / UNPUBLISH Publish or unpublish the site and it´s content. By unpublishing the site will be non-accessible in a browser
SMTP Manage your SMTP settings in order to control emails sent by the tool to site visitors
EDIT GLOBAL DATA Edit the global data content of the site. To make the changes public you need to publish the site afterwards
OPEN EDITOR Open the site in the site EDITOR to make changes to the site
ACCOUNT PAGE: ACTIVITY LOG

The activity log displays what actions where executed
on the account and by whom in the RAI system.
Furthermore the activity log also records login- and publish

1 2 actions in the SITE EDITOR - a helpful feature if you want to
check whether customers are actively working on their sites.
Both logs may be exported as CSV-files.
ACTIVTY LOGS
1.  The EDITOR LOG records login instances and publish instances in the SITE EDITOR
2.  The RAI LOG records all actions executed in the RAI system.
PLANNING &
SALES & FULFILLMENT
PRE-
PRODUTION
8. FULFILLMENT & SUPPORT

- DOMAINS
DOMAINS
mono Solutions is a registrar which means that mono
partners may register and transfer domains directly
through mono.
If domain subscriptions are included as a product in the

contract with mono, it´s possible manage most aspects of
domain handling directly via RAI.
The system offers a wide range of functionality to make it

easy to attach, register, move, terminate and transfer
domains from accounts and sites.
THE DOMAIN OVERVIEW PAGE

The OVERVIEW - > DOMAINS subpage contains a list of all
domains that has been registered or transferred to mono in
1
your reseller account. Use the list to navigate, find and
manage the domains.
2
1.  Search for a specific domain

2.  Sort the list by clicking on the column headlines
3
3.  Click the [MANAGE SUBSCRIPTION] button to access information about the
domain (see below).
REGISTER A DOMAIN
STEP 1: CHECK AVAILABILITY STEP 2: ENTER OWNER INFO STEP 3: ENTER ADMIN INFO
Enter the domain name you want to register The owner information is auto-populated from The admin info is auto-populated from the
the account customer info panel. default settings in the ADMIN section (see admin
The owner should be the customer´s information chapter). The admin info should ALWAYS be the
reseller information – NOT the customer info.
DNS SETTINGS & MX RECORDS

The DNS and MX records can be set via the SUBSCRIPTIONS PANEL on the ACCOUNT PAGE.
DNS is short for ”Domain Name System”. Read more about DNS on wikipedia: http://en.wikipedia.org/wiki/DNS
EXPLANATIONS:
•  Hostname - Name / Host / Alias
•  Type - Record Types
•  A - Host Address. Used to map host names to an IP address of the host.
•  CNAME - CNAME records are used to create subdomains. CNAME records

must always be pointed to another domain name, never to an IP-address.
•  MX - Mail Exchange (MX) records. Where to direct email. When having

mulitible MX records the Priority fields dermines the order.
•  TXT - Arbitrary text. TXT records often used to implement email abuse
prevention or domain ownership verification.
•  Address - Value / Answer / Destination
•  Time to Live - Number in seconds before the DNS updates.
•  Priority - Used when having several MX records to set the priority.

NB!
Only one record can be updated at the time. Press save before
updating or adding another.
ATTACHING AND DE-ATTACHING DOMAINS

1 Attach a domain to a site via the [MANAGE] button on the
subscription panel on the account page.
2
Choose of the domain should be the primary domain for
the chosen site.
3
QUICK GUIDE: COMMONLY USED FEATURES

FUNCTION WHERE TO FIND IT? EXPLANATION
CREATE A NEW ACCOUNT Global button on all pages Start a new account and site manually - from scratch.
OR SITE
PUBLISH / UNPUBLISH Account page -> site Publish or unpublish the site and it´s content. By unpublishing the site will be non-accessible in a browser
EXISTING SITE panel
MOVE EXISTING SITE TO Account page -> site Move the site and all attached subscriptions to another account (individual site subscriptions cannot be moved
ANOTHER ACCOUNT panel individually)
REST PASSWORD FOR SITE/ Account page -> site Click the [EDIT]-button and reset the customer´s password
ACCOUNT panel
EDIT GLOBAL DATA Account page -> site Edit the global data content of the site. To make the changes public you need to publish the site afterwards
panel
UPGRADE SUBSCRIPTION Account page -> Only contractually agreed upgrades are available. Downgrades are not possible. If the button a upgrade button is light
Subscription panel blue and inactive, there are NO available upgrades to the specific subscription.
TERMINATE A Account page -> The subscription will terminate immediately. Note that this will impact the site instantly and may take the site offline IF
SUBSCRIPTION Subscription panel the terminated site subscription is the only active site-subscription left on the site.
MOVE SUBSCRIPTION TO Account page -> Click the [MOVE]-button and enter the destination account ID to move the subscription to that account
ANOTHER ACCOUNT Subscription panel
REGISTER OR TRANSFER Account page -> Click the [ADD DOMAIN]-button and enter the domain name.
DOMAIN Subscription panel
SET DNS & MX RECORDS Account page -> Click the [DNS SETTINGS]-button to edit or reset the DNS settings and MX records for the domain. Add C-name or A-
Subscription panel records.
GET TRANSFER STATUS FOR Account page -> Click the [MANAGE]-button to retrieve TRANSFER status for the domain. Manage which site the domain should be
A DOMAIN Subscription panel attached to and whether it should be a primary domain.
GET AUTH CODE Account page -> Click the [MANAGE]-button to retrieve the AUTH CODE.
Subscription panel
ATTACH OR DEATTACH A Account page -> Click the [MANAGE]-button to set which site the domain should be attached to and whether it should be a primary
DOMAIN TO A SITE Subscription panel domain.
9. APPENDICES
- GLOBAL DATA
GLOBAL DATA
Global data is a content management feature in
the editor.
Global data has two main functions:
-  Get & set content on templates & START

sites/1st draft -sites
-  Easy content maintenance on live sites
THE BASIC CONCEPT

Enter global data once. The content will then
populate to relevant modules on your site
automatically.
GLOBAL DATA PAGE MODULE ON PAGE
DATA
ADDING GLOBAL DATA VIA RAI:

The global data of a site may be edited directly from RAI.
Navigate to the ACCOUNT PAGE-> SITE PANEL and click
1
the [GLOBAL DATA]-button.
2 Note that when the global data is updated you need to

publish the site to make the changes appear on the website.
3
COMBINING TEMPLATES AND GLOBAL

DATA TO PRODUCE START SITES START site 1 START site 2 START site n…
Template ID 1
(carpenters)
Carpenters
Template ID 2
(Hairdressers)
Hairdressers
Template ID 3
(Lawyers)
Lawyers
Template ID 4
(Hotels) Hotels
TEMPLATE LIBRARY DATA START SITES

TEMPLATES, GLOBAL DATA TAGS & DATA

UPLOAD
RAI
[company_name]
[tagline_2]
[phone]
[service_1]
[service_2]
[service_3]
[openinghours]
[street]
[zip]
[city]
[country]
Build template Add global data tags Upload data (CSV file) Generate START sites
GLOBAL DATA FIELDS - OVERVIEW

The available global data fields are divided into four categories:
1.  Contact information
2.  Business keywords
3.  Company description
4.  Custom fields
Contact information: Business keywords:

•  Company name - [company_name] •  Tagline 1 - [tagline_1]
•  Street - [street] •  Tagline 2 - [tagline_2]
•  Zip - [zip] •  Tagline 3 - [tagline_3]
•  City - [city] •  Tagline 4 - [tagline_4]
•  State - [state] •  Service 1 - [service_1]
•  Country - [country] •  Service 2 - [service_2]
•  Longitude - [long] •  Service 3 - [service_3]
•  Latitude - [lat] •  Service 4 - [service_4]
•  Phone - [phone] •  Product 1 - [product_1]
•  Fax - [fax] •  Product 2 - [product_2]
•  Email - [email] •  Product 3 - [product_3]
•  Organisation number - [org_number] •  Product 4 - [product_4]
Company description Custom fields:

•  Short description - [description_short] •  Custom field 1 - [custom_text_1]
•  Long description - [description_long] •  Custom field 2 - [custom_text_2]
•  Company start date - [start_date] •  Custom field 3 - [custom_text_3]
•  Company mission - [mission]
•  Opening hours - [openinghours]

RAI2 Handbook

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RAI2 Handbook

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mono solutions // RAI2

CHAPTERS OF THIS HANDBOOK

1. INTRODUCTION & HOW TO WORK WITH RAI IN THE ORGANISATION

WELCOME TO MONO SOLUTIONS AND ’RAI’

This presentation will take you through the best

FACT SHEET – GETTING STARTED

• RAI does not handle billing and invoicing.

THE MAIN RAI FEATURES AT A GLANCE

GETTING THE RIGHT PROCESSES IN PLACE

It is absolutely crucial to get the right people in place in

When working with RAI, implementing these workflows in

RAI INTERFACE IS BASED ON WORK FLOW

CREATE SALES CONTACT POTENTIAL SIGN UP NEW

REPORTING/ SUPPORT & MANAGE TRACK SALES

RECOMMENDED TEAM ROLES

Role Active in phase Main tasks / responsibilities

STAGES IN THE ”LIFE CYCLE” OF A SITE

PLANNING & PRE-PRODUCTION SALES TEAM FULFILLMENT TEAM

TEMPLATE START SITE (1st draft) RFF SITE PAID SITE

ATTRIBUTES OF A SITE IN RAI

STAGES: TEMPLATE START SITE RFF SITE ACTIVE SITE

ATTRIBUTES: TEMPLATE 1st DRAFT RFF SITE ACTIVE SITE

LAYOUT Pre-defined Pre-defined Pre-defined Manually adjusted

CUSTOMER ORDER - - Yes -

PAID SUBSCRIPTION - - - Yes

ACCOUNTS, SITES & SUBSCRIPTIONS

ACCOUNT Y SITE B SUBSCRIPTION A + B

SITE C SUBSCRIPTION A+B + C

ACCOUNT X SITE 2 SUBSCRIPTION A

SITE 3 SUBSCRIPTION A+B + C

EMAIL ADRESSES ACCOUNTS & SITES SUBSCRIPTIONS

THE BASIC RAI TERMINOLOGY

2. GENERAL SYSTEM FEATURES

Note that forgotten passwords cannot be retrieved – only

B 1 C 3. Create new account (Global button)

C INFO FROM MONO / UPDATES:

D SITES ASSIGNED TO ME:

USING THE GLOBAL SEARCH FIELD

WAYS TO USE THE SEARCH FIELD

Account ID – Type [a:123456]

NAVIGATING THE SITE LISTS IN RAI

FILTER OPTIONS: ACCOUNT & SITE ID LINKS: ACTION ICONS

3. SYSTEM ADMINISTRATION (ADMIN ROLE)

CREATING A NEW USER / PERMISSIONS

A CREATING A NEW USER:

A 1 2 3 4 5 1. Input the full name of the new user

USER ROLES/PERMISSIONS OVERVIEW

ADMIN SALES FULFILLMENT CONSULTANT VIEWER

SETTING THE CORRECT TIMEZONE

CHOOSE TIME ZONE

DEFAULT & SETTINGS

A DEFAULT ADMINSTRATIVE INFORMATION

In organisations where sales-reps are not using RAI, switching

A A DEFAULT ADMINSTRATIVE INFORMATION

1. Check the box to activate the status code

EXAMPLES OF STATUS CODES IN A TYPICAL FULFILLMENT FLOW:

A = initial customer interview has been done

1 B CATEGORY CODES ARE SHOWN IN THE SYSTEM´S SITE LISTS

A A OVERVIEW OF EXISTING ANNOUNCEMENTS

1. Creation date and headline of active announcements on the dashboard

2 B CREATING NEW MESSAGES / ANNOUNCEMENTS

TEMPLATES ARE BASIC FOR BUSINESS!

Instead of starting from scratch each time a new site is being

Since templates in mono consists of an ”assembly of modules”

1.  INTRODUCTION & HOW TO WORK WITH RAI IN THE ORGANISATION

•  RAI does not handle billing and invoicing.

B 1 C 3.  Create new account (Global button)

A 1 2 3 4 5 1.  Input the full name of the new user

1.  Check the box to activate the status code

1.  Creation date and headline of active announcements on the dashboard

1.  Manually - when creating a new site (see below, A)

14.  Export the list of checked sites to CSV

1.  Navigate to the OVERVIEW page

6.  Assign checked sites to another user

1.  Navigate to the ACCOUNT page - > CUSTIOMER INFO TAB