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1 Marketplace Guide How To Use Marketplace for Student Organization Dues, Club Swag, and Event Tickets

Marketplace Training Guide

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Page 1: Marketplace Training Guide

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Marketplace Guide How To Use Marketplace for Student Organization Dues,

Club Swag, and Event Tickets

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How Treasurers Access the Marketplace You must first have an approved ASI Club Agreement Form (CAF) on file listing you as Treasurer and giving you access to your ASI Club Account.

• Using a web browser, visit https://marketplace.modolabs.net/m/sacstate

• Log in using your Saclink username and password to get to Marketplace home page -OR-

• Launch the Sac State Mobile App on your device (download the app in Apple Store or Google Play Store)

• Click on the Campus Life/Remote Learning tile

• Click on SO&L tile

• Log in using your Saclink username and password to get to Marketplace home page

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How to Post Items on Behalf of Your Student Organization Please note: ONLY one club designee, the Treasurer (Officer B) approved in the organization registration process, will have access to this.

• Once logged in, click on profile icon with your name in the top right.

• Select the club you are Treasurer for in the drop-down (in our example we are the Hornet Spirit Club) to log in

as club officer. Page will refresh to show you as club persona. - If you do not see a club listed then you do not have access. If you have not completed ASI Club

Agreement Form (CAF) you must do so first. If you have completed the CAF, please contact our office SO&L at 916-278-6595 or [email protected] with your name and club name. We will verify the CAF on file and give you access.

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• Once in the club’s profile, select “Start Selling” in the top toolbar.

• In the top left, you will see three options:

1. For Sale: this is where you can sale club swag, such as t-shirts and graduation cords. You will have to design this items externally (following University guidelines for brand use) and can sell them here.

2. Membership Dues: dues for members of the club.

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3. Tickets: this is where you can make available for individuals to claim/purchase tickets to your organization’s events, fundraisers, or conferences.

For Sale

• Fill out form with for sale information - Add image (optional) - Add Title (required)

We recommend putting in your club name to make it easier to search (i.e. “Hornet Spirit Club Graduation Cords”).

- Add Quantity (required) How many of these are you selling? Be sure to have enough for your members to purchase.

- Add Price per Item (required) How much does the item cost? Please note there is a 5% credit card processing fee that you may want to take into account

when setting your price. - Price Options

You cannot add sales tax to dues so please leave that blank. You would only mark this item as free if you were doing a giveaway and wanted to allow for

people to claim and item at no cost to them. - Add description (required)

Describe what is being sold. You may also want to include how the item will be made available after purchase, deadlines for purchase, etc.

- Min and Max Purchase Quality (required)

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How many do they have to buy is the minimum and how many are they allowed to buy is the max.

- Category (optional) Allows it to appear in the system with items of similar nature being sold.

• Click Add to Marketplace when it looks all correct, allow page to load. A green banner should briefly appear at the top of the screen.

Membership Dues

• Fill out form with membership dues information - Add image (optional) - Add Title (required)

We recommend putting in your club name to make it easier to search. If you are going to have different dues categories here is where I would differentiate them

(i.e. new member vs active member dues). - Select Term Length (required)

This is the frequency in which you are going to collect your dues. • If you selected semester, it would be by semester. This is the easiest option for

tracking purposes. • If you select monthly you would need to divide the dues into monthly payments. We

would title the dues with the month to make it easier to differentiate (i.e. February 2021 Dues).

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• If you select quarterly, that would be four dues payments a year. We would title the dues with whatever payment number it was for the year to make it easier to differentiate (i.e. 2021 Dues- Payment 3).

• If you selected annual, it would be what your dues are for the year. If you do this option be sure to note if you are collecting for an academic year (Fall to Spring) or calendar year (January to December).

- Add Slots Open (required) How many of these are you selling? Be sure to have enough for your members to purchase.

- Add Price per Term (required) How much are the dues for the term length you selected above? Please note there is a 5% credit card processing fee that you may want to take into account

when setting your price. - Price Options

You cannot add sales tax to dues so please leave that blank. If your dues are free there would be no need to use this system, so please leave that blank as

well. - Add description (required)

- Min and Max Purchase Quality (required)

How many do they have to buy is the minimum and how many are they allowed to buy is the max.

• Click Add to Marketplace when it looks all correct, allow page to load. A green banner should briefly appear at the top of the screen.

Tickets

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• Fill out form with for the event information - Add image (optional) - Add Title (required)

We recommend putting in your club name to make it easier to search (i.e. “Hornet Spirit Club End of the Year Banquet”).

- Add Quantity (required) How many of these are you selling? Be sure to have enough for your members to purchase.

- Add Price per Ticket (required) How much does the item cost? Please note there is a 5% credit card processing fee that you may want to take into account

when setting your price. - Price Options

You cannot add sales tax to dues so please leave that blank. You would only mark this item as free if you were doing a free event but wanted a way for

people to claim a “seat” and item at no cost to them. - Add description (required)

Describe the event. I would include the location, time, and any other relevant details if you are relying solely on this post. You may link to a flier or external website for more info.

- Min and Max Purchase Quality (required) How many do they have to buy is the minimum and how many are they allowed to buy is the

max. - Event Date (optional)

When will the event take place? - Category (optional)

Allows it to appear in the system with items of similar events happening. • Click Add to Marketplace when it looks all correct, allow page to load. A green banner should briefly appear at

the top of the screen.

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• Return to home screen or club profile to view all active posts made by your organization.

• The finalized post will appear as above. If you made an error you can edit the post in the right-hand side. Under edit is also where you can delete the post all together or mark as sold if you no longer want people to be able to purchase it.

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How Treasurers Manage Their Club’s Storefront Please note: ONLY one club designee, the Treasurer (Officer B) approved in the organization registration process and updated on the ASI Club Agreement Form, will have access to this.

• When logged in as club officer persona (you can tell you are in the club profile when the club name is in the

top bar, if it was instead your own name you would be in your profile not the clubs), select drop-down in the top right and click “My Profile”.

• At the organization profile, you can…

- Change the Profile Image to your club’s approved logo (top left).

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- Add another Dues post (top right). - And view four different tabs

For Sale: dues you have posted for your members to purchase. Sold Items: where you can view the transactions of the dues purchased. Dues are

automatically transferred until your ASI Club Account within 24-48 hours. Note as mentioned earlier, there is a 5% credit card processing fee that you will want to take into account for your budget.

Refunds: If you need to refund a member for dues purchased accidentally or another issue, you will see what has been refunded here.

Settings: Includes the Club Name, Generic Email Address, and a place where you can provide a brief bio.

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How Members Will Purchase Items Please note: all Sac State students will have access. • Members will follow the directions using the Sac State Mobile App to log-in.

Launch the Sac State Mobile App on your device (download the app in Apple Store or Google Play Store)

Click on the Campus Life/Remote Learning tile

Click on SO&L tile

Log in using your Saclink username and password to get to Marketplace home page

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• Members can select “See All” in the middle of the page toward the right to see all dues posts or search the

dues title (this is where it is helpful to have the club’s name in the dues post).

-OR-

• On the initial post, the Treasurer will see an option on the left to Share.

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• This will provide a direct link to this dues post the officer can provide to members.

• Members can then select “Buy Now” to purchase the item(s).

• Members can provide their card information and purchase the item(s).

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• They can see their purchases under their own profile, just as you can see everyone who purchased under yours.

How Individuals Can Request Refunds

• Under my profile, you can see all of your purchases.

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• Click on "Bought Items" tab in transaction data table and you will see an option to "Request Refund" near

recent transactions. Select item for refund.

• Fill out refund request form and click Submit Refund Request. The club’s Treasurer will receive an email

notification to the club account on file and a Marketplace notification that a refund has been requested.

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How Treasurers Process Refunds Please note: ONLY one club designee, the Treasurer (Officer B) approved in the organization registration process and updated on the ASI Club Agreement Form, will have access to this.

• You will receive an email notification to the club account on file and a Marketplace notification that a refund has been requested. Head to the Marketplace and sign-in.

• Select the profile of the club.

• Select the "Refunds" tab.

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• View refund requested and select "Respond".

• View refund request and select to either accept or reject refund request.

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• If accepted, individual will be notified and refund will be processed.

• The transaction history will be updated for both group and individual.

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• If rejected, the refund overview timeline will be updated and individual will be notified.