Docs: Sites

Mon, 01 Jan 0001 00:00:00 +0000

Topics in this document:

Sites in Monetization
Create a site

To access this section in Monetization, from the Menu, at the bottom left corner, select the name of the current site; it shows all the available sites, then click VIEW SITES. A paginated list of all sites is shown in a tabular format.

Sites in Monetization

Multiple sites can be created in Monetization to separate your business into different markets. For instance, you can have a site for the US market and another for the European market. Then, these two sites can have their specific customers, invoices, and analytics.

Furthermore, having a separate site can allow for different product catalogs for each site based on the market.

Note:

Each site is intended to have a single monetary currency. Therefore, if there is the need to use another currency, create a brand new site.

Create a site

Under sites, to create a site, click Create new. There are three sections, namely:

Site information
Environment setup
Summary

Site information

Under the site information section, provide a site name and the necessary company details. The details include the following information:

Email address
Organization
Address
Phone number
Country
State
City
Zip code

Environment setup

Under the environment setup section, configure the environment for the site with the following settings:

URL — registers a domain in the background for the site.
UI Language — language that reflects on the user interface in Monetization.
System Language — language configured internally for Monetization.
Time zone
Currency
Environment — sandbox (test) environment or production environment.
Invoice due delay — depicts how many days it takes for the invoice to be due.
Show details on the invoice — depicts whether Monetization should keep track of all the usage events and history, which can be shown on the invoice by configuring the template.
Customer portal enabled? — If the customer portal is enabled, the self-care portal is enabled for that site. If the customer portal is enabled and the mailing server is configured, after onboarding a customer and creating user information, the customer receives login details to the self-care portal where they can see their account details.
SMTP — Mailing server configuration settings. Provide the following information for the server configuration set up:
- From — SMTP server email address
- Username — SMTP server username
- Password — Password for the username
- Host — SMTP server host name
- Port — SMTP server port number
- Tls — Used to set secure connection or not. Enable it if you are using a secure connection. After filling in these details, use the Test SMTP connection button to verify email delivery.
Figure 1: SMTP set up

Hint:

Here is how to set up in-app-password for Microsoft and Gmail providers.

Summary

This section allows you to review what was configured in the previous sections.

Note:

Once a new site is created, Log Out and Log In for the new site to be reflected in Monetization.

Monetization Web Docs | Tridens Technology – Sites

Docs: Sites

Sites in Monetization

Note:

Create a site

Site information

Environment setup

Hint:

Summary

Note: