Vendor Self Service User Guide

Vendor Marketplace Electronic Enrollment User Guide

The BenefitHub Vendor Marketplace (the “Marketplace”) Electronic Enrollment featurevendors the ability to create discount offers foremployeesand retirees in the US and Canada without the tedious task of paperwork. Features of Marketplace include:

  • The ability to create national and/or local discount offer
  • Create and submitoffers for approval electronically
  • User friendly online tool to update and manage discounts offer

The guide provides an overview of:

  1. Registering for the BenefitHubDiscount Marketplace
  2. Adding a National discount offer
  3. Adding a Local discount offer
  4. Managing your offer(s)

REGISTRATION SET-UP

  1. OPENthe Marketplace email invite you received from - Subject: “GroupName” Vendor Invitation
  2. CLICKon theSet up Account buttonto proceed

  1. CLICKonthe Start button to continue

  1. READthe Guidelines
  2. CLICK on theContinuebutton to proceed

  1. PROVIDECompany Information to set-up your Vendor Account.
  2. CLICK CHECK BOXto show that you have read and agree to the terms and conditions
  3. CLICKon the Next buttonto proceed

  1. ADD login information for your Vendor Account
  2. Your username to login to your Vendor Account will be your email address
  3. CREATE Passwordand Verify Password in the proper field (Note: Password must be 8 or more characters; needs one Uppercase Letter; needs one lowercase letter, needs one Number; No Special Characters allowed)
  4. CLICKon the Nextbuttonto proceed

  1. Create your company’s Public Profile. ADD Name of Company (viewable to the buyer),the Description of Products and/or Services.
  2. CLICKon the Nextbuttonto proceed
  3. Public Profile Cont’d: ADD Primary/Secondary Category.
  1. To ADD additional categories, CLICK on theAdd Categorybutton
  2. CLICKon the Submit buttonto complete registration

CONGRATULATIONS YOU ARE REGISTERED!

A Vendor Registration confirmation email will be sent for your records

CREATING OFFERS

On the Vendor Site, companies can create Nationaland/or Localoffer(s). A National Offer is generally used for website purchases that can be shipped throughout the continental United States and/or Canada. A Local Offeris a brick and mortar location where the individual must visit to obtain the discount.

CREATING A NATIONAL OFFER TILE

  1. Selectthe “+” symbol (Click here to add your content) and Select the National Offeroption.
  2. CLICK on the Next button
  1. Select an Organization to link this Offer
  2. Select Organization Link(Group site or Entire BenefitHub Network) and click Next
  1. CREATE the Offer Title
  2. ADD the Title(properly name or describe what the discounted item or service is)
  3. ADD the Offer (dollar amount, percentage amount, etc.)
  4. SELECT the Offer Type (% off, $ amount, Free Shipping, Gift Card, Rebate or Other)
  5. SELECT the Offer Options(None or Up to)
  6. CHECKtheIncludes free shippingbox, if the offer includes free shipping.
  7. ADD a Front Image on the offer (Optional)

NOTE: You can use the existing logo (shown on the offer), or you can use a different logo. If you want to use the existing logo, proceed to Step 3.

  1. Click theEdit Front Imagebutton
  1. SELECT an existing Logo (if applicable) or CLICK on the Upload button to select a new image
  2. SELECT the Logo you would like to have displayed on the offer
  3. CLICK on the Open button to add the logo to your file
  1. SELECT the uploaded Logo you would like to have displayed on the offer and CLICKon the Nextbutton to proceed.
  1. ADD the long description for the offer(Describe the discount and product/services) that the employee will read to entice them to click through to your website and purchase.

NOTE: We suggest limiting content to 250 characters w/ spaces for maximum impact

  1. CLICK on the Next button to proceed
  1. CONTINUE withthe offer content
  2. ADD a Short Description (describe the offer-discount/teaser to catch the consumer’s eye)
  3. ADD a Coupon Code, if applicable
  4. ADD theOffer LinkText; the system defaults to Get Deal

NOTE: If a document is being attached we suggest using text such asLearn More

  1. ADD a link (website URL or document) where the offer can be found or utilized

(e.g.

NOTE: An offer can haveone URL, or one Document, or both (a URL and a document).

  1. ADD a document(common format such as pdf, doc, txt)
  2. CLICK on the fileicon to attach a document with information about the offer
  3. SELECT an existing document or CLICK the Upload button to upload a newdocument
  1. To upload a NEW file, CLICK on theUploadbutton
  2. CHOOSE the file you want to attach
  1. CLICK on the Open button to add the file
  2. CLICK on the file to add to the offer
  1. CLICK on thePREVIEWbutton to viewyour created Offer
  2. CLICK on the Nextbutton to proceed
  1. SELECT a Primary Category and Sub Category for the offer and click Next
  2. CLICK on theAdd CategoryButton to add another Primary and Sub Category

REMEMBER:You can always CLICK ontheBackbutton to edit or fix any errors.

  1. ADDSearch Tags(Optional)and Start Date/End Date
  2. ADD keywords that will aid the user in being able to search for the product/service (each search word should be followed by a comma)

NOTE: Consider the keywords you would like other internet tools to be able to use to find your discount. Also refer back to your existing online website for content.

  1. ADD the Start Date and End Date of the offer (End date is applicable if the offer provided has a stop date – the system will automatically deactivate the offer at midnight of this date)
  2. CLICK on the Submitbutton to proceed
  3. CLICK onthe Confirmbutton, to submit the offer for approval.

NOTE: If you DO NOT want to submit your offer at this time, do not click the Confirmbutton.You can return later to the site and access the offer under the MANAGE OFFERS tab to Publish.

NOTE: An email will be generated to you when the offer has been approved/denied. You can also track your offers within the site under the different tabs of Pending Offers, Accepted Offers and Denied Offers.

CREATING A LOCAL OFFER TILE

SELECT the Local Offeroption and CLICK on the Next button

NOTE: Local Offers are for brick & mortar locations that a user must visit to utilize/obtain discount. (If multiple locations, then individual local offer will need to be created for each)

  1. Select an Organization to link this Offer
  2. Select Organization Link(Group Site or Entire BenefitHub Network) and click Next
  1. ADDthe Street Address, City, State, Zipand click theMap Offerbutton
  1. CLICK on the Next button to proceed
  1. CREATE the Offer Title
  2. ADD the Title (properly name or describe what the discounted item or service is)
  3. ADD the Offer (dollar amount, percentage amount, etc.)
  4. SELECT the Offer Type (% off, $ amount, Free Shipping, Gift Card, Rebate or Other)
  5. SELECT the Offer Options(None or Up to)
  6. CHECKtheIncludes free shipping box, if the offer includes free shipping.
  7. ADD a Front Image on the offer (Optional)

NOTE: You can use the existing logo (shown on the offer), or you can use a different logo. If you want to use the existing logo, proceed to Step 4.

  1. Click Edit Front Imagebutton
  1. SELECT an existing Logo (if applicable) or CLICK on the Upload button to select a new image
  2. SELECT the Logo you would like to have displayed on the offer
  3. CLICK on the Open button to add the logo to your file
  1. SELECT the uploaded Logo you would like to have displayed on the offer and click on the Nextbutton to proceed.
  1. ADD the long description for the offer(Describe the discount and product/services) that the employee will read to entice them to click through to your website and purchase.
  2. CLICK on theNEXTbutton to proceed

NOTE: We suggest limiting content to 250 characters w/ spaces for maximum impact

EXAMPLE of Long Description:

We are proud to carry terrific footwear styles from our own ABC Biz selection, and ABCTrax partner brands such as ReeBok, Rockport, Nike and Dansko.
We also carry additional slip resistant solutions from today’s favorite brands as well as safety boots and shoes from companies such as Wolverine, Dr. Martins and Keen.
Come in and see the selection of over 150 styles, and show your UPS employee badge to receive the discount.

  1. CONTINUE with the offer content
  2. ADD a Short Description (describe the offer-discount/teaser to catch the consumer’s eye) a.
  3. ADD a Coupon Code, if applicable
  4. ADD offer link text, The system defaults to Get Deal

NOTE: If a document is being attached we suggest using text such asLearn More

  1. ADD a link (website URL or document) where the offer can be found or utilized

(e.g.

NOTE: An offer can haveone URL, or one Document, or both (a URL and a document).

  1. ADD a document(common format such as pdf, doc, txt)
  2. CLICK on the fileicon to attach a document with information about the offer
  3. SELECT an existing document or CLICK the Upload button to upload a newdocument
  1. To upload a NEW file, CLICK on the Upload button
  2. CHOOSEthe fileyou want to attach
  1. CLICK on the Open button to add the file
  2. CLICK on the file to add to the offer
  1. CLICKon thePREVIEWbutton to view your created Offer
  2. CLICK on theNextbutton to proceed
  1. SELECT a Primary Category and Sub Category for the offer and click Next
  2. CLICK on theAdd CategoryButton to add another Primary and Sub Category

REMEMBER:You can always CLICK ontheBackbutton to edit or fix any errors.

  1. ADD Search Tags (Optional)and Start Date/End Date
  2. ADD keywords that will aid the user in being able to search for the product/service (each search word should be followed by a comma)

NOTE: Consider the keywords you would like other internet tools to be able to use to find your discount. Also refer back to your existing online website for content.

  1. ADD the Start Date and End Date of the offer (End date is applicable if the offer provided has a stop date – the system will automatically deactivate the offer at midnight of this date)
  2. CLICK on the Nextbutton to proceed
  3. CLICK on the Confirm button, to submit the offer for approval.

NOTE: If you DO NOT want to submit your offer at this time, do not click the Confirm button.You can return later to the site and access the offer under the MANAGE OFFERS tab.

NOTE: An email will be generated to you when the offer has been approved/denied. You can also track your offers within the site under the different tabs of Pending Offers, Accepted Offers and Denied Offers.

BENEFITHUB VENDOR MARKETPLACE

Log into the BenefitHub Vendor MarketplacetoManage existing offers, Add new offers, and Review pending, accepted and denied offers

  1. OPEN email from - Subject: Marketplace Vendor Registration Completed
  2. CLICK on the Login to your account buttonto login
  1. LOGIN using the username/Email and the Password you created during registration
  2. CLICK on the Loginbutton to proceed

EDITING EXISTING OFFER

  1. CLICK on theMANAGE OFFERStab
  1. HOVER over the offer andCLICKon the edit icon in upper right corner of existing offer

NOTE: Any existing offer that is edited, will be re-submitted for client approval

RETURNING TO PUBLISH OFFER

  1. CLICK on theMANAGE OFFERStab
  1. CLICK onPublishbutton located below the existing offer

EDITING DENIED OFFER

  1. CLICK on the DENIED OFFERS tab
  1. CLICKon Reason for Denial link for explanation of denial
  1. CLICK on the edit icon in upper right corner of existing offer
  2. Make any necessary changes and CLICK thePublishbutton

ADDING A NEW OFFER

1. ADDan Offer under MANAGE OFFERS tab

a.CLICKon the“+”symbol (Click here to add your content) and select the applicable National Offer or Local Offer option.

If you have further questions about setting up an offer or managing your offer(s), please send an email to .

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