Business Center

User’s Manual
for

Immunotec Distributors

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 Business Center Training Manual
Immunotec – Table of Contents

Page
Section I Overview
Basic or Enhanced?
Signing In 3
Business Center Menu 4
Section II Back Office Business Tools 6
My Business 6
Section III Web site Management 7
Preview 7
Site Design (and Language) 8
Contact Information 9
My Story 10
Keywords 11
My Photo 12
Section IV Marketing Tools 13
Basic and Enhanced Versions 13
e-Cards 14
e-Card and Auto responder Activity 15
Managing Prospects 16
Activity Calendar 17
Events 19
Content Gallery 21

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Section I - Overview

General – Immunotec is launching a new version of the Distributor’s Replicated Sites and
Business Center. This includes a new replicated web site design and a new back office/business
center including links to the existing Immunoweb forms and reports and new Management Tools
customized specifically for the distributors of Immunotec.

The image above is an example page of the new replicated web site. .

Basic of Enhanced?
The Immunotec Distributor’s Business Center comes in two formats: Basic or Enhanced.

While the Basic version will allow any distributor to sell product and operate their business, the
Enhanced version contains additional sales and marketing tools.

Distributors serious about growing and managing their business will find the tools included in the
Enhanced business center to be very valuable. For a list of the Enhanced tools refer to the
upgrade link in your Online Business Center.

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Signing In – To sign into to your Distributor’s Business Center click the Login link located in
the upper right corner of your replicated site.

Enter either your User ID, email address, or a valid Order Number AND your password.

Upon successful sign-in, you will be taken to the Distributor’s Business Center.

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Distributor’s Business Center
When you login to your business center you are directed to the Business Center Home page. The
Business Center Home Page contains the Business Center Menu, a snapshot of your business in the
My Account section, and a listing of your Front Line Distributors. If you subscribe to the enhanced
version you will also see a listing of your new prospects and upcoming business activity.

The Business Center Menu: On most of the pages throughout your business center you will see a
column of links down the left side of the page. These links are grouped into three sections. My
Business, My Web site, and My Marketing. The rest of this manual describes the links in each of these
sections.

Business Center Home Page

RETURNING TO THE BUSINESS CENTER HOME PAGE: If you access a Business Center page that
does not contain the Menu in the left side of your screen simply click the Immunotec Logo in the Header
to return to the Business Center Home Page.

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Section II – BACK OFFICE BUSINESS TOOLS

The upper left section of your Business Center Menu provides links to your Distributor’s Back
Office. These links point to those areas of Immunoweb to which you should be familiar. If you
are new to Immunotec then the My Business functionality should be described in your enrollment
package.

HINT: In response to Distributor requests, a Forms link was placed at the top of the My Business
section to provide quick access to the downloadable enrollment and order forms.

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Section III – WEB SITE MANAGEMENT

The second menu section in your business center includes links to the pages through which you
will manage your Replicated Web Site.

Use this section to set your default home page, modify your Web site contact information, upload
your photo and enter key words for your web site.

Preview My Web Site.

Click the Preview Web Site link at any time to open a new browser window and view your
replicated Web Site.

Any changes you make in the My Web Site section should appear when you preview your web
site. If you have made changes and do not see them when you Preview your web site, your
browser may be caching your content. If this happens close all of your browser windows
completely and then open a new browser window to see the changes. If your changes are still not
appearing, then refer to the Clearing your Cache in the Online F.A.Q.s.

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Site Design.

When you choose your Site Design you are completing two tasks.

1. You are selecting the language of your Home Page.

2. You are selecting the design and content of your web site’s Home Page

Select your default Language by clicking one of the language radio buttons.

Select the default home page for your web site by clicking one of the radio buttons in the My Site
Design section.

Even though you are asked to select the language for your home page, the other languages are
also available to visitors through your web personal site.

HINT: When you click a radio button for the language or web site design the page refreshes
automatically. To view your changes were click the “Preview My Web Site” link.

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Contact information.

You can control the information that displays on your Web site separately from
what is in your SDK Back Office.

Upload your photo.

With the exception of your email, the contact information maintained in the above form is for
display purposes only. Enter your contact information as it should be displayed in your web site.

Your Email is also used to send email notifications to you.

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Personalizing “My Story” content.

Default content is provided for the My Story section of your web site but you can also personalize
your My Story content for any, or all, of the three language options.

Note, personalized My Story content is not translated. Make sure you enter your content the way
you want it to appear on your web site. For example, if you enter your own “My Story” content for
your Canadian French site you need to enter it in French.

HINT: To force a line break in your My Story content enter these four characters. <BR>. <BR>
is an HTML tag that forces a line break. <BR><BR><BR> would force three line breaks. You
can also include other HTML tags to create certain effects. If you enter an opening <b> and then
some content and then a closing </b> the characters between the <b> and the </b> will be bold.
Likewise <u> and </u> will underline the content between the opening tag <u> and the closing
tag </u>. You can use other HTML tags as you are comfortable with them. Note, with the
exception of the <BR> all opening HTML tags must have a closing tag. (<b> and the </b>)

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Keywords.

Keywords are not as important as they were even a few years ago. While, keywords may offer
limited affect on placement in some search engines, they are no longer a major factor in search
engine placement. For the major search engines, other factors such as pay per click services
carry more impact.

However, if you would like to personalize your keywords, select the radio button next to the “Enter
your own content for Keywords” and type your keywords into the text box. Once you have entered
the keywords you want to use click the “Update” button

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Personalizing your Web Site Photo.

You can upload your photo or select a photo from the gallery of images. Your image will appear
at the upper left or upper right side your Personal Web Site.

The actual size of the personalized image in your personal web site is 75 pixels wide by 150
pixels in height.

HINT: Your uploaded image will scale to fit the space provided in the site design, but the closer
you can make the image to that size before your upload it the better your results will be.

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Section IV – MARKETING TOOLS
The version of your Business Center determines the options in the My Marketing menu.

Basic Version Enhanced Version

Distributors using the Basic version can send a Product based e-card and view email activity.

Distributors using the Enhanced version of the Business Center have additional options as listed
below.

Additional Enhanced Business Center Features:

• Gallery of e-cards
• Instant Notification of E-Card Activity
• Prospect/Contact Manager
• Business Activity Schedule Calendar
• Online Event Registration and Enrollment
• Auto Responders to Prospects
• Business Dashboard with Prospect and Activity Snapshots
• Daily Activity Emails
• Personalized 8-Trends Flash Presentation on the Opportunity Page
• Business Audio on the Opportunity Page
• Unlimited distribution of your Personalized 8-Trends Flash Presentation
• Free Flash Presentation and Media Updates.
• Tell-a-Friends and requests for More Information populate your Prospect
Management system.

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e-Cards

Personalized e-Cards are an easy way to follow up with a new prospect and start building a
relationship.

To send an e-card simply complete the recipients basic information and click send.

If you have the Enhanced version of the Business Center you can select different e-cards and
different galleries of e-cards. You will also be notified when new e-cards are added.

To select a different e-card click on the thumbnail image of the e-Card. To send e-Card from
different Galleries click the Gallery Name in the e-Card Gallery list.

The e-Card that appears beneath the form is the one that will be sent.

* Each person you send an e-card to is automatically entered into your Prospect Manager.

Did you know about Instant Notification? When someone clicks on your e-Card they
are sent to your Personal Web Site and your business center sends a notification to you. Your
email activity report is also updated so the status of the e-Card is changed from Sent to Clicked
(See next section)

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Viewing e-Card and email Activity

The email activity report allows you to track your email activity.

When the recipient clicks on an e-card the status of the e-card is updated from sent to clicked and
the recipient is directed to your web site.

Did you know? Clicking the ID number in the left column will display the Prospect edit form for
the prospect receiving the email. Changing a prospect name after an email was sent will not
change the name associated with any of the email already sent to that prospect, but the name will
be changed for future emails sent to the prospect.

SPAM AND PRIVACY:

Immunotec has strict SPAM and PRIVACY policies. You are responsible for adhering to these
policies and making sure that anyone you email has agreed to receive email from you.

If a prospect no longer wants to receive email you can change their email status to Inactive and
they will no longer receive email from your system, but they will still be visible in your prospect
manager.

If a prospect should be removed completely from your prospect list, change the Prospect status
to “Remove”. This will remove this prospect from your prospect database completely.

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Managing Prospects *

The Enhanced Business Center provides a fully functional prospect management system allowing
you to add, edit and search prospects. You can also schedule activities on behalf of the prospect.

By clicking the Add New link in the upper right section of the prospect
manager you can manually enter new prospects.
These three buttons allow you to Edit the Prospect record, send an E-Card
to the prospect, or schedule an activity for the prospect. (These buttons are
located to the right of each prospect’s name.)

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Activity Calendar

The Enhanced Business Center provides a monthly, weekly and daily calendar view of your
personal activity. You can schedule activities for any of your prospects. Certain trigger events will
automatically populate your activity calendar. These trigger events include the following.

1. Someone uses the tell-a-friend form on your web site.

2. You register an event.
3. A new distributor enrolls in your front line.

HINT: By clicking the number of the day in the calendar you can schedule new activities for that
day and can view all activities already scheduled for that day.

You can navigate the Activity Calendar and change the Calendar View by clicking the links at the
top of the calendar.

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Activity Calendar… cont’d

Day view

Click anywhere on the text of a current activity to edit that activity. Click to the right of a time, in
the white space, to schedule a new activity for that time. The Schedule Task form will appear for
the date and time selected.

Note: Task Name, Task Status and a list of your prospects are available in pull down lists.

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Managing Online Events

Enhanced Business Center users can register their own local events. Simply complete the event
form and the event will automatically appear in your Web site. Visitors to your site will see your
event first when they click local events.

HINT: Report Filters: If you don’t see all of the events you would expect, double check the report
filters. In particular, check the date fields. The Event List will only display the Events that are
scheduled within the date range specified at the top of the report.

• To add an event click the Add New Event button in the upper right of the Event list.
• To edit a current event click the Event ID.
• To see the list of attendees click the button in the left column of the Event list.

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Content Gallery including Personal Flash Presentation and Audio

The Enhanced Sites include the 8-Trends Flash Presentation and the Audio component in the
opportunity page of their replicated site.

Distributors subscribing to the Enhanced Site also receive a downloadable version of the
8-Trends Flash presentation that they can email, hand-out, or distribute however they want.
Because the flash file itself is personalized to each specific Distributor it will direct visitors to the
specific Distributor’s web site.

Once you subscribe to the Enhanced version of the replicating site you should allow 2-3 business
days for your Ehnanced Site to be activated. This includes the creation and posting of your
Personalized Flash presentation posted in your replicated system and in your Business Center.

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Content Gallery cont’d

Enhanced Business Center users can view the complete gallery of content that is sent to them
and their prospects. From within the Content Gallery distributors can download their Flash
Presentation.

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