Partner Portal User Guide

2019

step 1

First Time User
The user creates a profile by visiting http://partners.hiltonheadisland.org/ and clicking on Create a personal profile. 

 

 

Step 2

The user will then fill out the form to create their profile using their appropriate credentials, i.e. work contact information versus personal information.

s3

Once the registration is successful, then the user will be taken to the main screen of the Partner Portal.
 

Partner Portal Thank you Email

A thank you email will be sent to the user address, welcoming them and reinforcing the benefit of creating an account (i.e. Promote events, become a member).

To Manage and Join a Chamber Member Account

Partner Portal - Join an organizational account

The user will click on Join Organizational Account.

Partner Portal - Request to join

The user will then receive a message that their request is being processed. As standard operating procedures, a representative from the chamber will approve all requests to join an organization. Please allow 24 – 48 hours for processing. Once a user is approved, they will be able to login at any time thereafter.

Partner Portal - Current Organizational Accounts

Once the request has been approved by the chamber representative, the user will see their current organizational account from the Current Organizational Accounts screen.

To update the Organization’s Online Profile / Free Member Listing

Partner Portal - Access Account

The user will need to click the Access Account button.

Partner Portal - edit online profile

Then select Edit Your Online Partner Profile from the menu on the left side of the screen.

From this screen, the user will see the current information that is displayed on the HiltonHeadIsland.org, VisitBluffton.org, VisitDaufuskie.org (if businesses are tourism facing and located in these destinations) and HiltonHeadBlufftonChamber.org websites.

Partner Portal - description

The business description for the Partner Profile / Free Member Listing will need to be entered in the Body section.

Partner Images

Be sure to enter the alternative text for each photo or logo that you upload.

Partner Portal - Map & Social Media

To use the map function on the website, enter in the latitude and longitude for your business using getalong.net. If your business has special directions for driving or entry, enter the directions into the Written Directions section.

If the website for the business has a booking URL, enter that in the Miscellaneous Details section along with the Yelp Business ID and OpenTable Business ID.

The business can enter in their social media links to gain more exposure for those sites.

Click Submit Profile Changes once you are done editing your online profile.

Items that Administrator will be able to edit from the Partner Portal

  • Partner Description / Free Member Listing Business Description
    • This information is displayed on the organization’s free member listing on the website(s).
    • It is recommended that this be between 200 – 250 words describing your business.
  • Partner Images / Free Member Listing Photo
    • Partners can upload two photos which represent their business for their free member listing on HiltonHeadIsland.org and HiltonHeadBlufftonChamber.org.
      • The first photo will be the “featured image” which will display from any main pages on which their listing is displayed.
    • Partners can also upload a business logo for publishing the on HiltonHeadIsland.org site.
      • Note: This functionality will be added to the Chamber site as well.
  • Location Details
    • Should the user wish to use the mapping features of the HiltonHeadIsland.org site, they can enter the Latitude and Longitude from getalong.net and/or provide written directions for accessing the organization.
  • Miscellaneous Details
    • This can include a booking URL, Yelp ID, or OpenTable Business ID.
    • The organization can also provide their hours of operation.
  • Social Media Links
    • The organization can provide the following links to be added to their free member listing page(s):
      • Facebook
      • Google+
      • Twitter
      • Instagram
      • YouTube Channel
  • Add other administrators to the business’ account if more than one person needs to access.

Items that Administrator will need to contact the Chamber to change

These details cannot be edited online. To make changes to this information, please contact Kelli Brunson at [email protected].

  • Business Name – Company Name and Legal Name
  • Location (city/state)
  • Address (physical is currently displayed on the website; the chamber collects three addresses as standard procedure: physical, mailing, and billing)
  • Phone Number
  • Fax Number
  • Website Address
  • Individual Contacts for a business and their email addresses (i.e. John Smith has retired and needs to be removed from this organization)
Partner Portal - Manage submissions

Once changes are made, a notification will be sent to a chamber representative and will be reviewed and approved within 48 hours. To view the pending submissions, click Manage My Submissions.

Add a Team Member to Your Organization

Partner Portal - Add a team member

If you wish to have an additional user to have access to the business account, they must first create a personal profile and then click “Join an Organization” and select the organization.

This will send an email notification of the request to the admin of the organization who can then add the request to the top of the “Team Settings” page.

Partner Portal - team member access

You can view the profile of the individual requesting administrative access and accept their request by either selecting “Editor” or “Admin” user and clicking save changes. While both options allow them to edit the offers, events, and free member listing details for an organization, admins are also able to edit team settings.

Partner Portal - remove user from team

To Remove a Team Member

Navigate to the Team Settings page. Click Edit next to the member you’d like to remove and select “Remove User From Team.” Click Save Changes.

create an event

To Create a New Event

Select Create New Event from the white button at the top of the screen OR from the menu on the left side of the screen.

Partner Portal - Event 1

The main screen of the submission page will display. The user will be able to select which organization they want to create the event for by opening the dropdown menu. The business name will appear here. If the user is not a Chamber member, the only option will be “Non-chamber member.”

The user should enter as much detail as possible for this event submission. Event submissions will be reviewed by a chamber administrator. Allow up to one business day for events to publish to the Connect Calendar

If the user is an administrator for multiple chamber member organizations, then the other accounts would appear in this dropdown menu.

 

Partner Portal - Event 2
Partner Portal - Event 3
Partner Portal - Event 4
Partner Portal - Event 5
Partner Portal - Event 6
Partner Portal - Event 7
Partner Portal - Edit event

If a change is needed after approval from the chamber representative, the user should access the organization account from the main screen, which will then take them to the Manage Submissions screen.

The user can then select the event they wish to edit, make the change, and resubmit the event for approval by the chamber representative. To do this, the user should click Edit on the right side.

Partner Portal - Edit event

The user will then be able to edit the event and resubmit the information for approval.

To Submit a New Offer

Note: Only businesses verified by the chamber as tourism-facing may submit offers at this time. Offers are available to visitors of the HiltonHeadIsland.org website.

At this time, non-chamber members are not able to submit offers. However, non-members have the ability to submit events to the connect calendar.

Partner Portal - Create offer

Select Create New Offer from the white button at the top of the screen OR from the menu on the left side of the screen.

Partner Portal - Create offer

The main screen of the offer submission page will display. The user will be able to select which organization they want to create the event for by opening the dropdown menu. The user should enter as much detail as possible for an offer submission.

If the user is an administrator for multiple chamber member organizations, then the other accounts would appear in this dropdown menu.

Partner Portal - Create offer

Editing of offer submissions are allowed if a change is needed (after approval) from the chamber representative. To complete this, the user should access the organization account from the main screen, which will then take them to the Manage Submissions screen.

Partner Portal - Create offer

Editing of offer submissions are allowed if a change is needed (after approval) from the chamber representative. To complete this, the user should access the organization account from the main screen, which will then take them to the Manage Submissions screen.

Partner Portal - Create offer

Select Edit next to the offer to edit. Submit the change and a chamber representative will approve the update within one business day.

Partner Portal - Create offer
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