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Editing Sidebar Content Areas 

Sidebar Content Areas typically reside within the side panel of content pages on the website. These marketing areas can be global or page specific. For general Cross Marketing, edit the global sidebar content area. For targeted marketing, edit the page specific sidebar content area.

Global Sidebar Example: An end of year club celebration which would appeal to the majority of members should be placed in the global sidebar content area so this information is available no matter what page the member travels to.

Page Specific Sidebar Example: If you have a Golf Tournament coming up, it will be best to place this marketing information on Golf pages to attract Golf Members. 

Navigate to the page in which you wish to add the Cross Marketing Information, and open the Click to Edit in the Sidebar Area.

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This will open the Axis Editor, which is the same editor used throughout the website. From here, you can add imagery, text, and hyperlinks. Save once complete.

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Editing the Global Sidebar will show on all pages of the website, while editing the Page Specific Sidebar will only show on that specific page.

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Editing Online Member Statements

If your website is utilizing Online Member Statements, you may use this as another area to Cross Market. Some members may only use the website for statements and payments, making this another highly trafficked area on the website.

Access the Online Member Statement portal where it is located in the main navigation.

Once the Statement window is open, hover over Admin and select Edit Statement Layout.

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Again, hover over Admin, and choose Edit Statement Header or Edit Statement Footer.

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This will open the Axis Editor, which is the same editor throughout the website. You can add text, imagery, and hyperlinks as desired. Save once finished.

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The Cross Marketing material will then show in the Statement Window.

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FAQs

 

Q: I want to cross market to specific members, but not all members. Where is the best place to cross market?

A: If you’re trying to target certain members, you can try to cross marketing in a specific email campaign using target marketing. Set up appropriate groups that include the proper members. You may also want to place cross marketing pieces in page specific sidebars to market on pages that the type of member you’re trying reach would access frequently (ex: market a Golf Tournament on the page specific sidebars on Golf Pages only).

Q: What happens if I’m not using my cross marketing sidebar?

A: This will be blank for members and they won’t see anything. This does not throw off the design and only Admins/Editors can see the click to edits. You do not always need to have a cross marketing piece placed in these sections.

 

Best Practices

  1. When utilizing Cross Marketing, it is best to try to be as directional as possible. Decide if the material you are Cross Marketing is best suited for all members, or specific types of members. Knowing to whom you are marketing should then help you decide whether to place this in global areas, or specific areas of the website.

  2. Many of the Cross Marketing areas have limited space, so remember to size images appropriately and keep information short. Cross Marketing is most efficient when the message is short and enticing. It is also best to link to either the event or page you’re trying to Cross Market so members can access the full information easily.

  3. Keeping your Cross Marketing areas up to date helps keep the information informative and useful. Once an event is over, be sure to update the Cross Marketing section so old information is not being marketed.

  4. Looking to enhance how, where, and when to market? Check out information on Site Statistics to lean on analytics to determine the best places on the website to market, along with the best day of the week and time of day. Information on Site Statistics is located here.

Downloadable Guide

Axis - Cross Marketing - Guide

Back to Getting Started

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Overview

Cross Marketing on your Clubessential website is promoting certain events, topics, or content in an area where a member would not expect to see this information. Cross Marketing can easily be added to: Custom Event Notifications, Directory Disclaimer, Dynamic Sidebar Content Areas, and Online Member Statements.

Use Case(s)

Cross Marketing is best used to promote upcoming events, or new features and pages on the website. By using Cross Marketing, we can ensure that users will see the information, especially if placed in high traffic areas. Furthermore, we can use cross marketing platforms as directional marketing to specific users based on interests, and/or past event attendance.

Video

This video provides an overview of how to use the Axis tool functionality to Cross Market.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

Total Video (Length)6:55   
Cross Marketing Overview0:18 Editing Directory Disclaimer3:32
About Event Notifications1:23 Editing Sidebar Content4:02
Accessing Event Notifications1:55 Editing Online Member Statements4:57
Editing Event Notifications2:05   

 

 

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Using Cross Marketing 

Your Clubessential website has several areas that were specifically built for cross marketing. Those areas include: Custom Event Notifications, Directory Disclaimer, Dynamic Sidebar Content Areas, and Online Member Statements. Detailed instructions below review these areas and how to edit these sections.

Custom Event Notifications 

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Directory Disclaimer 

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Sidebar Marketing 

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Statement Window 

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Cross Marketing in Event Notifications

Each time a member registers for an event, a confirmation email is sent to that member. The confirmation email presents a key opportunity to make an impression using Cross Marketing. Event Notifications can be edited globally for all confirmation emails, or individually per event notification. For larger events, it is best to place the Cross Marketing piece in the Global Notifications so all members receive the communication. For targeted marketing based on past events, groups, or type of member; it is best to edit the Event Notification individually.

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Editing Global Notifications

Only Admins are able to access Site Notifications. Hover over Admin in the left hand corner of the screen, click on Site Notifications.

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Click on the Edit box next to Edit Default Notifications.

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Click Registration Received to edit Global Registration Received Notifications.

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Edit Default Event Notifications by opening the Click to Edit.

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This will open the Axis Editor, with the Default Notifications. Delete the default and type your own, or Add additional content to the Default Notification.

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This editor works just like the Axis Editor used throughout the website. You may add plain text, imagery, and hyperlinks. 

It is recommended to use Snippets to personalize messages.

 Snippet Examples:

      • ##MEMNAME## : this will add the member’s name to the notification

      • ##EVENTTITLE##: this will add the event title name to the notification

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Click Save once you’ve added your desired content.

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Click Update Notification for the custom notification to update.

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Editing the Directory Disclaimer

The Directory is a highly trafficked area of the website. Members may use the Directory to access other member or staff information. Members are also likely to visit their own profile often to update information. The Directory offers prime real estate for Cross Marketing general events to members.

If you’re an Admin, hover over the Admin tab and click on Directory / Roster.

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If you’re an Editor, hover over the Admin link in the main navigation and click Main Tools > Directory.

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Click Edit Disclaimer Text to edit.
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Once the Axis Editor is open, add text, imagery, and hyperlinks as desired. This works just like the Axis Editor used throughout the website. Click Save once complete.

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The Cross Marketing material will then show above the Member List in the Directory.

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Accessing the Tool

  1. Online Member Statements and Payments may be located in several places on the website. The most common placement is in the Quicklinks on the member home page, which is usually titled Online Statement, Member Statement, or My Statement. Many clubs also have a link located in the main navigation bar under My Club, or another navigational item that was determined during the site build.

  2. Click the online member statement link to open the statement window.

  3. To view a member’s statement, type themember number in the search box of the statement and click OK.  

    1. Note: in rare instances where a Member is not seeing what you are seeing in this view, Impersonate the Member, and then view the Payments/Statements as that Member instead of entering the Membership number to help troubleshoot.

    2. Note: When using Website with Online Member Statements or Online Member Payments, the Enter Membership Number search bar will appear. However, when using Website with PayCloud (which has recently replaced OMS/OMP for most clients), the Enter Membership Number search bar will not appear. If your website is integrated with PayCloud, to access Statement Activity for a specific member while logged in as an Admin (your profile must have administrative rights), navigate to the Club Directory, search for the Member in question and click Impersonate User, after which you will have access to view their Statement Activity, Reservations, etc.

  4. This will launch the member’s current statement. You may access past months history by clicking on the month links on the left hand side.

  5. Click Bill Pay on the left hand side beneath Payment Center to view scheduled payments.

  6. The Bill Pay button at the bottom right hand of the interface will also launch the scheduled payments interface.

  7. If the member has a bank account or credit card associated with the account, you will be able to view their billing information.

  8. The Payment Center on the interface allows management for a Single Payment (one-time), Auto Payment (recurring), or to Manage Accounts.

Admin Bar Options

  1. Hover over the Admin bar for more options: Statement Admin Options and Online Payments Admin Options.

  2. Member Balance Reportingwill pull a list of members with their balance due listed for a selected date range. Change the date by clicking the date picker and then click refresh.

  3. Member Minimum Reporting lists how close members are to meeting their minimum. Note: this is  custom dependent on the type of accounting software the club is utilizing, therefore not all clubs will have this reporting tool. Change the date by clicking the date picker and then click refresh.

  4. Edit Statement Layout will change how certain items will appear in the statement window.

    1. Hover over the Admin bar again in the Edit Statement Layout to access further customization like Edit Statement Header or Footer. Click Edit Statement Header or Footer to customize the header and footer of the statement window. This is a great place to add cross marketing to statements. This will launch the Editor to customize the Header/Footer with text, links, and imagery. To Return to Statement, hover over Admin and click Return to Statement.

  5. Payment Status Report shows when member payments were sent, settled, posted, or failed. Change the date by clicking the date picker and then click refresh.

  6. Members Using Online Bill Paylists members that are using online bill pay.

  7. Online Bill Pay Errors Reportshows bill pay errors or failures.

  8. Members Using Autopay Reportlists members using Autopay.

  9. Account Change Log shows which members have changed their accounts like card number or payment dates.

  10. Bill Payment Notificationallows edits to payment notifications. Click the title to customize notifications as needed. This will launch the Notification Interface where the Message Subject, Send From Name, Send From Email, and Text may be customized.

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