Getting started

Thank You for using max-media.io's system builder. After going through this manual, You will be able to control Your Web site, iOS, Android and Progressive app via the admin panel.

Here is a brief overview of what You will be able to do with the admin panel:

  • Set up keywords, You wish to be found by in search engines.
  • Set up monitoring, such as Google Analytics.
  • Set up online stores.
  • Create discounts with coupon codes.
  • Set up services (with) booking options.
  • Create and manage staff memebers for services.
  • Set up blogs.
  • Set up videos.
  • Set up custom pages.
  • Set up site navigation.
  • Set up custom delivery methods by region.
  • Set up prefered payment methods for Your stores.
  • Set up Your contact information.
  • Set up physical stores and venues.
  • Set up Your terms of use.
  • Download email lists of Your customers.
  • Create and manage a market, where users can add their own products and services with market mode.
  • Track orders and abandoned carts.
  • Track bookings.

First steps

In this section, we'll go over the initialization process and explain how to access the admin panel.

Init site or app

You can skip this step if You have already initialized Your site or app.

Go to https://max-media.io/msb#pricing.

Select Your desired platform(s). The selected box will appear blue. Then select server, support, operation system and design options.

Then click on "Apply for service" and enter Your email. Finally click "sign up".

A notification will appear to comfirm the success of the registration. After 1-5 minutes, You will receive an email with a link to Your server and some additional information about contacting Your person responsible for supporting Your site or app. You can ask Them any questions You have, or consult them about custom functionalities, or general help with the system builder.

View site or app and admin

Clicking the link from the initialization email will open the example site.

To access the admin panel You can either:

Which ever method You prefer will open the same log in prompt.

Inside the "domain" text field, paste the link from the email.

The default user and password are specified in the email.

Since the site and/or app are not yet in production, You might get "Invalid credentials" message along with a prompt to go to the development admin. Click the button inside the prompt and repeat the login process. This is necessary in order for us to provide a secure experience to our users in production environments.

We strongly recommend changing the default credentials even before accessing the admin panel for the first time.

To do that go to the link from the email. Then click log in from the navigation bar. Open the "My profile tab". Change at least the email and password. They are now Your new credentials for logging in the admin.

Title, meta, contacts, logo

Now that You have logged in the admin panel lets change some defaults.

The system has initialized with sample values for:

  • Site name
  • Site logo
  • Contact information
  • Admin user
  • Preffered currency
  • Custom delivery method
  • Store with a few products
  • Bookable service
  • Blog and posts
  • Videos
  • Navigation bar
  • ...

Note that the navigation may be either to the left (on desktop) or at the bottom (on mobile), according to the device You're using, as shown below.

msb dashboard_1080p
msb dashboard_mobile

Go to Site builder -> GlobalSettings. To change the logo click Upload Picture. The following dialog will appear:

msb admin global settings 1
msb admin medias mobile view
msb admin medias select

To upload Your own image, click the Upload button inside the "Media selector". If You are using a mobile device, You will be prompted to choose between uploading or taking a picture.

To use a photo from the media gallery, click the desired media(s). The selected medias will appear in red. Confirm by clicking Use Selected.

Proceed to change the Name of Your site, Domain address (with the one from the email) and Your contact information.

The system will send emails to Your users from the default email, which You can change by adding a Google app pass key, connected to Your google email from https://myaccount.google.com/.

msb admin global settings 1
msb admin global settings 2
msb admin global settings 3

You should now be able to see the changes we made at Your domain.

This is it for the first steps. Now we can dive deeper into the admin - create stores, products, payment methods, delivery methods, services, blogs, videos, etc...

Search and Meta

In this section, we'll go over the search optimization process (SEO). The SEO processess are almost fully automated, however it requires some set up.

Keywords

Defining Keywords will help MSB (Maxmedia System Builder) to scan Your content and alert for bad SEO practices.

To add a keyword, go to SEO -> Keywords. Added keywords (if any) will apper in a list. Click Create a keyword. Fill in the text box and click save.

msb admin keywords page
msb admin keywords list
msb admin keywords save

Meta | Search Engine Result Page

All meta information and SERP is available to customize in SEO -> SERP.

The most important one to set is the "default". It will automatically fill in for any missing meta information. For products, services and blogposts, this information automatically generates as shown in the Alerts.

msb admin metas page
msb admin meta edit
msb admin seo alerts

Alerts

Alerts are autogenerated, and show potential search optimization errors.

Access them from the Dashboard.

msb admin dashboard - alerts
msb admin seo alerts

Metrics

You can add a tracking scripts for metrics collection such as Google Analytics or Facebook Pixel.

Access them from the SEO -> Tracking & Analytics.

msb admin tracking list
msb admin tracking save

Site & App builder

In this section, we'll go over creating and managing the site or app, store(s), services, blogposts, videos, terms of use, and more.

Navigation/URLs

Site

The navigation items could be used as a link, or as a directory with submenus. The main items can be reordered at any time, however the submenus are set by creation order.

Access the navigation from Site builder -> Site Navigation.

To edit click an item from the list, or create new by clicking Create new navigation item.

The title is the one showing in the navigation.

The type could be a predefined page (Home, Contact, Store, Service, Blog, Playlist) or a custom one (Other), where the url is specified by the user. If a collection type predefined page is selected, a dropdown will appear to specify the collection.

To add a submenu to the navigation item click the blue + button. Then apply the same principle to specify the item title and url.

msb admin navigation list
msb admin navigation save
msb admin navigation save

App

The app navigation is completely automatically generated, because of the different routing strategies implemented in mobile applications.

It will create new navigation items according to the existing collections (stores, services, blogs and videos).

Custom pages

Custom pages can be created using html. You can either:

  • Task the person responsible for Your support
  • Create it Yourself

If You choose to build it Yourself, You will only need to write the body of the page. Bootstrap, Meta tags, and more are added automatically.

To add images from Your gallery open a media window (ex.: from a new product), and use it by copying the id under the image. Then add it with

< img src="/medias/the_id_of_the_image" alt="">

You can also use "/medias-large" or "/medias-xlarge" for better quality.

You also will need a human readable title for the page, and a url (to add as navigation item).

Stores

The Stores are a type of collection. The stores could be used for either creating different stores, or seperating products as a main category.

When creating a store, it's important NOT to delete the "product/" prefix. It will not be visible to the end users.

msb admin stores list
msb admin stores save

Groupings

The Groupings are a type of collection. Theycould be used for grouping and filtering products for the end user. That is the reason why the groupings have a parent collection.

When creating a group, it's important NOT to delete the "grouping/" prefix. It will not be visible to the end users.

msb admin filter list
msb admin filter save

Origin addresses

The origin addresses are meant to be used with market mode so products and services can uploaded by sellers can be filtered by region.

msb admin origin list
msb admin origin new

Products

You can create new products from Site Builder -> Products.

Product:

  • Selected - If checked the item will appear on the home page
  • Published - If unchecked the item will not be available for purchase online
  • Media - These are the product images (see how to upload here), You can arrange them by dragging one on top or bottom of another.
  • Product name - The name of the product
  • Ribbon - A small label to appear on the product
  • Line through ribbon - Next to ribbon, but striked
  • Origin address - see origin addresses
  • Quantity - How many of the product could be sold
  • Price - The price of the product
  • Store - see stores
  • Groupings - see groupings
  • Description - Short description of the product
  • Product information - Indefinite number of additional information sections could be added to each product
  • Product options - Options for the product (ex.: Color, Size, ...). If a product has any options, the end user will be required to choose one. The options are seprated by ";", and are unlimited. If an option should increase the price of the product, it can be done by adding the amount in braces after the option. This will automatically increase the set price by that much (ex.: If the price is 10 and an options adds (2) the price will become 12).
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Service categories

The Service categories are a type of collection. The categories could be used for either creating different service pages, or filtering services.

When creating a service category, it's important NOT to delete the "service/" prefix. It will not be visible to the end users.

msb admin service categories list
msb admin service categories save

Services

You can create new services from Site Builder -> Services.

Service:

  • Selected - If checked the service will appear on the home page
  • Bookable - If unchecked the service will not be available for booking online, it will redirect to contacts
  • Media - These are the service images (see how to upload here), You can arrange them by dragging one on top or bottom of another.
  • Service title - The title of the service
  • Origin address - see origin addresses
  • Description - Short description of the service
  • Address - Address of the service
  • Price - The price of the service
  • Service category - see service categories
  • Staff members - see staff members
  • Start date - End date - The service will be bookable between those dates
  • Recurring - The service will not have start and end date
  • Session duration - Duration of service in minutes
  • Time between sessions - Time between previous and next session in addition to session duration
  • Maximum number of participants - How many bookings are allowed for one service hour
  • Bookable days offset - Prevets the end user to book a service hour n number of days from the moment of booking
  • Schedule by days with unlimited time slots
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Staff members

Staff members are meant to be used along with the services. A single service can have more than one staff member. Every staff member has his/her own booking schedule.

Staff members can also have admin privileges, and access the admin panel.

When deleting a staff member, You can choose to delete all data (including the user), tranfer to the user deleting the staff member, or remove the staff member but keep the user.

msb admin staff list
msb admin staff save
msb admin staff delete

Blog categories

The Blog categories are a type of collection. The categories could be used for either creating different blog pages, or filtering blogposts.

When creating a blog category, it's important NOT to delete the "blogpost/" prefix. It will not be visible to the end users.

msb admin blog categories list
msb admin blog categories save

Blogposts

You can create new services from Site Builder -> Blogposts.

Blogpost:

  • Selected - If checked the blogpost will appear on the home page
  • Published - If unchecked the blogpost will not be visible to end users
  • Media - These are the blogpost images (see how to upload here), You can arrange them by dragging one on top or bottom of another.
  • Blogpost title - The title of the post
  • Header - What will appear on sharing and blog list view
  • Content - Text
  • Blog category - see blog categories
msb admin blogpost 1
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msb admin blogpost 6

Playlists

The Playlists are a type of collection. The playlists could be used for either creating different video pages, or filtering videos.

When creating a playlist, it's important NOT to delete the "playlist/" prefix. It will not be visible to the end users.

msb admin playlists list
msb admin playlists save

Videos

You can create new videos from Site Builder -> Videos.

Video:

  • Selected - If checked the video will appear on the home page
  • Video title - The title of the video on the site or app
  • YouTube link - Link to the video from YouTube
  • Playlist - see playlists
msb admin videos 1
msb admin videos 2

Global settings

Global settings contain settings and contacts for the site. You might've already seen some of them in first steps section.

Settings:

  • Use market mode - See market mode
  • Forbidden collections - Work with market mode. They forbid sellers to use these collections
  • Upload picture - Site or app logo
  • Select languge - If supported, the system will translate to the chosen languge
  • Name of the site - For meta and SERP usage
  • Domain address - For meta and SERP usage
  • Zip code, City, Address - For contact page usage
  • Email - Main email for system correspondence
  • Google App password - The system will send emails to Your users from the default email, which You can change by adding a Google app pass key, connected to Your google email from https://myaccount.google.com/.
  • Additional contact information - in the form of free text
  • Work hours - in the form of free text
msb admin global settings 1
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msb admin global settings 3

Locations & Partners

Add physical venues to Your contact page.

msb admin locations 1
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msb admin locations 3

Terms of use

Add Your terms of use and privacy policy.

Information used by MSB is:

  • Cookies
  • Personal data in case of
    • Registration
    • Reaching payment page
    • Booking a service
    • Subscription to newsletter
  • When using third-party services (ex.: Google Analytics, Facebook Pixel, etc.)
msb admin privacy policy

Users

In this section, we'll go over email lists, end users, contacts and the difference between a lead and an order.

Email lists

Email lists are meant to provide easy access to different types of users. All of them can be downloaded in CSV format, by clicking on the desired line.

  • Newswletter - This is a list of leads, that have subscribed for a newsletter. It does not include unsubscribed contacts.
  • User message - This is a list of all signed users. It does not include unsubscribed contacts.
  • Leads - This is a list of clients that have completed and paid for products/services on Your site. This list only includes contact information of customers, that have a user profile or have signed up for a newsletter and have not unsubscribed for emails.
  • Abandoned carts - This is a list of clients that have completed but have not paid for products/services on Your site. This list only includes contact information of customers, that have a user profile or have signed up for a newsletter and have not unsubscribed for emails.
msb admin email lists

User accounts

User accounts show all registered users. If a user has at least one purchase (includes booking for a service), the profile will be clickable, and will lead to the lead page of the user.

msb admin user accounts 1
msb admin user accounts 2

Newsletter contacts

Newsletter contacts show all users (registered and NOT registered), that have subscribed to Your newsletter. If a user (registered and NOT registered) with this email has at least one purchase (including booking for a service) it will show as converted, and will be clickable and leading to the lead page for this user.

msb admin newsletter contacts 1
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Leads

Leads are the buyer profiles of each user. They include data for registred and NOT registred users, their order history, bookings, and more.

msb admin leads 1
msb admin leads 2

Unsubscribed emails

Unsubscribed emails are users that have declined receiving emails from Your site. They are automatically substrated from the downloadable email lists.

msb admin unsubscribed 1

Store

In this section, we'll go over the store setting, orders, bookings, payment settings, delivery methods, coupons, claims, and abandoned carts.

Delivery methods

Delivery methods can be defined for specific regions. If an order is made from a region, that does NOT have a delivery method, it will either:

  • Fall back to International (if set)
  • Deny the order

We strongly recommend You always have an International delivery method.

You can add as many delivery methods for a region as You need by clicking the blue "+" button. A delivery has:

  • Delivery option name - The title that appears in the option select to the end user
  • Estimated delivery time - How long the delivery takes
  • Rate (Only one will be allowed):
    • Fixed - a fixed rate per delivery
    • Per total price - percentage of the total of the order
    • Per unit - price per item from the order
  • Free above certain total - minimul order total for free shipping

You can also activate pickup from physical location by filling the form and checking the Pickup from store toggle.

Make sure You have selected Country from the top of the page.

msb admin shipping 1
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msb admin shipping 3

Payment settings

  • Allow cash payments - enables the payment method at delivery option at checkout
  • Translation for cash payment - is what appears as title to the option to the end user at checkout
  • Instructions for cash payment - is what appears after the option has been selected at checkout
  • Allow card payments - enables the card/digital wallet payment at checkout
  • Translation for card payments - is what appears as title to the option to the end user at checkout
  • Merchant details - You will need a merchant account to use this option
  • Allow invoice payments - enables the payment method at delivery option at checkout
  • Translation for invoice payment - is what appears as title to the option to the end user at checkout
  • Instructions for invoice payment - is what appears after the option has been selected at checkout
  • Select Your currency - sets the selected currency for the whole site
msb admin payments 1
msb admin payments 2

Coupons

Coupons are discount codes for products. They can be used for:

  • Fixed discount - fixed amount of money are deducted from the price of the order
  • Percentage discount - percentage is deducted from the price of the order
  • Free delivery - delivery is free
  • Promo price - price is different when coupon is applied
  • Buy X get Y - if X amount of item is ordered Y is delivered whithout price diviation

Coupons can be applied to:

  • All orders
  • All products
  • Selected product
  • Selected collection
  • Minimum subtotal

Coupons can be active for a period of time (at least one day), or they can be indefinite in their duration.

A limit of uses coud be applied.

Note: Coupons are a bit different in terms of editing. Once saved, they cannot be edited. You will have to delete it and re-create it, if changes are required.

msb admin coupons 1
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Orders

Orders show ordered products, delivery details provided by the customer, and if the order is fulfilled and paid. If card payments are enabled "paid" will automatically be checked as true. You can also see more information about the customer (if present).

msb admin orders 1
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Bookings

Bookings show all booked hours for services.

msb admin bookings 1
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Claims

Claims are automatically added to the site or app in market mode. They serve to provide means to identify and resolve misconducts between buyers and sellers.

If a claim has been opened, it will automatically be marked as read. You can change the resolution status by clicking the red "Unresolved" button.

msb admin misconduct claims 1
msb admin misconduct claims 2

Abandoned carts

Abandoned carts are orders, that have not been completed. They are not limited to registered users when viewed individually, but will not apper in email lists's abandoned carts list, unless the user is registered, has a previous purchase or is subscribed to Your newsletter.

msb admin abandoned carts 1
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Market mode

In this section, we'll go over the market mode. How to activate it, what are the different automations, that should be considered, how to navigate it, and more.

Market mode vs. Single mode

Market mode will enable a small admin-like panel in the end user profile.

user profile - single
user profile - market

Market mode will allow end users to upload their own products and services, according to the stores and service categories You have pre-defined in the admin panel (except the forbidden collections selected in global settings).

Note: Market mode will delete ads 30 days after they are created.

Market orders

Market orders notify the user, that has created the ad. If the seller has defined a delivery method, then the order will arive as per usual - via email and in the user panel. If the seller has not defined a delivery method, the checkout will provide the customer with the sellers contacts, defined in "My profile".

user orders
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Market ads

Market ads work in a similar fashion to products, without the possibility of defining collections and using the "selected" option.

user ads
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Market services

Market services work in a similar fashion to services, without the possibility of defining collections and using the "selected" option.

user ads
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Market staff

In order to add a staff member with the user panel, the staff members first must be a registered user. Then They can be invited to become a staff member by an end user as shown below. Then the invited user must confirm by clicking the link from the email They should receive.

user staff members
user staff member
user staff member invite

Market delivery

Market delivery methods work in a similar fashion to delivery methods, however only for the paticular user.

user shippings
user shipping 1
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Market messages

When using market mode, messages automatically appear in the product and service page. They are meant to enchance the relationship between buyer and seller. Messages are delivered via email and in the user panel.

user messages

Ask for help

If You need any help, please contact Your handler. Your handler is going to present Themselves in the email You receive when initializing the site or application. If You find this insufficient, You can contact us at office@max-media.io.

If You are not sure what You need, just send "Hi", and we will respond with helpful questions.

Credits

max-media.io
Maxmedia System Builder
Maxmedia Merchant Provider
Maxmedia Security Auditor
Proudly created by MaxMedia
Bulgaria, Sofia, 58 Kazbek str.

User documentation - Ognian Apostolov

Front-end developer - Dimitar Kolev

Back-end developers - Ognian Apostolov, Dimitar Kolev

Architecture, deployment - Ognian Apostolov