Aggregion has built-in functionality to generate access codes for accessing digital content uploaded to the platform. Users get access to content once the distribution code is activated on the login page.
Adding a New Item for Distribution via Codes
1. Go to the “Distribution via Codes” tab (red arrow on Exhibit 1).
2. Click on the “Add Distribution” button (light blue arrow on Exhibit 1).
3. Fill in the necessary fields in the window that opens.
3.1. Enter the item’s “Name” (blue arrow on Exhibit 2).
3.2. Add “Description” (green arrow on Exhibit 2).
3.3. Enter accounts who will receive reports on the distribution of this particular item (yellow arrow on Exhibit 3).
3.4. Select the item’s status (green arrow on Exhibit 3). Please note that “archived” means the items have been removed. Changes to Distribution via Codes may only be made when status is set at "Draft". To set the status Active, goods need to be added at the Content tab first. Distribution codes may only be generated when the status is "Active" or "Draft". Distribution codes may only be activated when the status is "Active".
3.5. Select a “Logo” (red arrow on Exhibit 3). See “Creating a Catalogue Item” chapter on how to upload a cover or a logo.
3.6. Distribution codes to be generated may be set to remain valid in perpetuity or for a limited time only. To do that, select the desired validity option (green arrow on Exhibit 4). By selecting "Limitless" (Exhibit 4), you put no time restrictions on the distribution codes. Therefore, they could be activated at any time. To limit the validity period of the distribution codes, select "Set Dates" and use Begin Date and End Date to select the desired date range from the pop-up calendar (blue arrows on Exhibit 5). Additionally, enter the time desired in the appropriate field (Exhibit 5).
3.7. Using the Targeting field, you can restrict access to content by specific user groups or from certain countries. Alternatively, you may choose not to impose any such limits. If you do not want to impose any restrictions, select “Everyone” (Exhibit 6).
3.7.1. To grant access only to a certain specific user group, select “Group” and add a previously set up group you intend to make this item available to (Exhibit 7).
3.7.2. To add a geographic restriction, select “Geotargeting” and enter countries from which access to this item will be allowed (Exhibit 8).
3.8. You can also deny access to a product to specific users or accounts. The “Available to” field offers three options: Everyone, Specific User(s) and Specific Account(s).
3.8.1. If you do not want to impose any restrictions, select “Everyone” (Exhibit 9).
3.8.2. To grant access only to specific users, select “Specific User(s)” and find the desired users in the system. Only registered users may be so selected (Exhibit 10).
3.8.3. To grant access only to specific accounts, select “Specific Account(s)” and find the desired organizations in the system. Only registered organizations may be so selected (Exhibit 11).
3.9. Select an “Activation Type” – with or without a code (green arrow on Exhibit 12). Activation type is selected once, at the time the item for distribution via codes is created. Once the item is saved, its activation mode cannot be changed.
3.10. The “Activation link” presumes there has been a distribution code activation page set up that end users can use to activate their distribution codes (pink arrow on Exhibit 13). This link will be automatically included on the printed code card or insert.
3.11. A “Landing page” may be required where content is displayed in a browser window on a certain page (yellow arrow on Exhibit 13). The emails users will be receiving after activating their distribution codes will include a link to that page.
3.12. For additional content protection, select “Require user email” (green arrow on Exhibit 14). You can also require that users log in first. In this case, users will have the information necessary for viewing content forwarded to their respective email addresses (purple arrow on Exhibit 14). Once saved, these settings cannot be changed.
Saving an Item for Distribution via Codes
1. After filling out all the fields, you can save the item and return to it at a later time to add content. To simply save the item created for distribution via codes, click on the “Save” button (yellow arrow on Exhibit 15).
2. To save and add files right away, click on “Save and Add Goods” (red arrow on Exhibit 15).
Adding Content to an Item for Distribution via Codes
1. Here’s what you need to do to add content:
1.1. If the item was previously saved but no content was added yet and you are coming back to do just that, double-click on the item (red arrow on Exhibit 16) and then click the “Content” tab (yellow arrow on Exhibit 17).
1.2. If content had been added before the item was saved, the content window will open.
2. To add a product, click on the “Select Product” button (blue arrow on Exhibit 18). The product is selected only once. It may not be changed thereafter.
3. Select the product desired for this item as shown on Exhibit 19 and press the “Add” button (purple arrow on Exhibit 19).
4. To add additional items, click on the "Add New Catalogue Item" button (blue arrow on Exhibit 20). Goods must be marked as "For Sale".
4.1. To add several items from the product desired, select them from the pop-up window as shown on Exhibit 21 and press the “Add" button (green arrow on Exhibit 21).
4.2. To add all items from a product, press “Add All" in the pop-up window (blue arrow on Exhibit 21).
5. If you add one or more items by mistake, select them as shown on Exhibit 22 and press the “Remove" button (green arrow on Exhibit 22).
6. For the convenience of searching and working with a large number of content you can use filters. To filter the content click the “Show Filters” button (blue arrow on Exhibit 23).
In the window that opens, you can filter the content by the following parameters:
- tags, if they were assigned to content (yellow arrow on Exhibit 24),
- field name and value (blue arrows on Exhibit 24),
- content type,
- license period in days (green arrow on Exhibit 24),
- price (red arrow on Exhibit 24).
To reset the parameters specified in the filters, click the “Clear Filters” button (green arrow on Exhibit 24).
Generating Distribution Codes
If this item is to be distributed and activated using codes, such codes need to be generated first.
1. Go to the “Distribution Codes” tab (red arrow on Exhibit 25).
2. Click on the "Generate Codes" button (blue arrow on Exhibit 25).
3. Enter the desired number of codes (green arrow on Exhibit 26) in the window that opens.
4. Choose the content to which users will be granted access when activating the distribution codes.
4.1. If it was planned to provide access to all the content participating in the distribution via codes process, in the "Content" field, click "All" (red arrow on Exhibit 26).
4.2. If it was planned to provide access to a specific content, click "Only selected content" (blue arrow on Exhibit 27).
4.2.1. To choose content, click "Add New Catalog Item" (red arrow on Exhibit 27).
4.2.2. Choose the desired items, as shown on Exhibit 28 and click "Add" (green arrow on Exhibit 26).
4.2.3. If it is needed to delete one or more selected items, select them, as shown on Exhibit 29 and click "Remove" (red arrow on Exhibit 29).
5. Click "Save" button (blue arrows on Exhibit 26 and 29).
6. Distribution codes may be printed (yellow arrow on Exhibit 30), exported to MS Excel (green arrow on Exhibit 30) or deleted (red arrow on Exhibit 30). To do that, they first need to be selected as shown with the pink arrow on Exhibit 30. The listed actions are possible only for not activated distribution codes. Previously activated distribution codes (blue arrow on Exhibit 30) cannot be selected.
7. Distribution codes marked as "Activated" or purchased at offline stores are added to orders automatically (Exhibit 31) and reflected in sales reports.
8. To view the order corresponding to each particular code, click on the Order date next to the code (black arrow on Exhibit 32).
Otherwise, click on the Edit button (green arrow on Exhibit 32) and then on Go To The Order (red arrow on Exhibit 33) in the window that opens.
9. When activation codes for digital content are distributed together with physical goods, there may be situations occurring where the physical goods are sold but the code received by the buyer has not been activated yet. For the code to be included in the sales numbers, a corresponding order for it may be created manually.
To do that, click on Create Order in the code edit window (green arrow on Exhibit 34). An order will be created that does not have a specific recipient; such a recipient could be specified manually. The order will not be accepted, and the status field will show as Awaiting Delivery. After that, the code would no longer be available to be issued.
10. For the convenience of searching and working with a large number of codes, you can use filters. To filter the codes click the “Show Filters” button (blue arrow on Exhibit 35).
In the window that opens, you can filter codes by the following parameters:
- printed or not,
- activation period,
- the user, who activated the code.
To reset the parameters specified in the filters, click the “Clear Filters” button (green arrow on Exhibit 36).