Maghub - Print and Digital Crittenden Memberships (Directories & Newsletters); 

adding a Subscriber & Subscriptions via Check, CC, or COMP issue  (SOP)

Table of Contents

1. Resources

2. Adding a NEW subscriber To Digital List

3. Adding a NEW subscriber

4. Adding a paid subscription & taking payment (Maghub)

5. Adding a subscription via Wordpress/Leaky Paywall

6. Adding a Complimentary (Comp) issue

Overview of the SOP – This will guide you through adding or renewing publication subscriptions when customers make a payment online, with a check, or via complimentary subscription.

Resources

Retail Tenants - Directory Access

Website: https://directory.crittendenonline.com/

Username: membership@crittendenresearch.com 

Password: Crittenden123$

Multifamily - Directory Access

Website: https://crittendenmulti.com/

Username: membership@crittendenresearch.com 

Password: Crittenden123$

Real Estate Finance - Directory Access

Website: https://refinance.crittendenonline.com/

Username: membership@crittendenresearch.com 

Password: Crittenden123$

Adding a NEW subscriber To Digital List

1. Go on the website and add subscribers to the Email list. 

1. https://crittendenreport.com/ - Scroll down and on the right hand

Adding a NEW subscriber (Maghub)

1. Search for the subscriber in MagHub 

1. We need to do this to avoid creating duplicate users in Maghub.

1. You can search by first name, last name, email address, and limited ability to search by company name. Please search multiple ways to confirm contact doesn’t currently exist.

2. Once determined the user doesn’t exist; add a new subscriber via the symbol at the top of the maghub page.  Select [Add Subscription]

1. On the next screen it will do a limited search again via the Subscriber field - If still not found, click on the symbol to open the adding subscriber process.

3. In the {Add Contact] screen - fill out information you have available (the system requires First Name, Last Name, & email address) – Additional fields we like to have are: Company, Job Title, Primary Phone, and Address

1. Client Center User Name can be created, but it is created automatically if left empty. 

2. To add a contact without an address you will need to uncheck the [Verify Address?] Box

3. Clicking on Quick Fill with a valid email address may pull contact info 

4. Quick Fill occurs automatically with Zip Code is entered in the address fields.  

4. Click on [Create and Continue] 

1. Section (2) [Additional Info] will prompt for Alternate Contact info and numbers.  Most of the time this is unnecessary.  [Notes/Additional Info] Box is where we can enter critical notes associated with this contact and will be visible on the main contact screen.

2. Click on [Save and Continue] to move to the next section (3) [Dynamic Attributes] - As we grow and expand contact details, this section will be important for associating contacts with critical details we want/need. 

3. Click on [Save and Continue] to move to the next section (4) [Subscriber Info] - This Section is best utilized for other emails we will be sending content or invoices to. - These emails will be provided at the customer’s request. Simply select [ (+) Add Email ] enter the email address and generally choose the Type * Other. 

4. Save the contact. 

Adding a paid subscription & taking payment (Maghub)

Most subscriptions and associated payments will be made directly via the respective subscription website or renewals done via maghub portal.  - The process below is for assisting over the phone or via mailed payments. 

1. Log into MagHub

1. Login info will be for the respective team or person using maghub. (below is the Crittenden Membership user login info)

1. Username: membership@crittendenresearch.com

2. Password: Crittenden123$

2. Search for the subscriber. 

1. Look under subscriptions for current subscription. If you find a past subscription, for the membership they’re requesting, then click on the three dots of that subscription and choose “renew”.

2. If invoice has not already been created, create an invoice and mark as paid with check #

3. Checks should come with a renewal slip that should include the Maghub customer number (usually 4-5 digits). Enter this into the global search bar.  Or search by name or email.

3. Go to the directory and search for the subscriber. Update contact to have access up until five or so days after the end date on MagHub.

4. Search the invoice in MagHub under Invoices. Send the pdf email of the invoice

5. Go to the subscriber contact page and click the mail icon next to their email. Send them a thank you email, letting them know they have access.

1. Include sub steps / links / passwords to help get started. 

6. **** More steps needed *** 

Adding a subscription via Wordpress/Leaky Paywall

Users are maintained directly on the website https://crittendenreport.com/ 

Login: membership@crittendenresearch.com
Password: Crittenden123$

When logged in you will see options on the left hand side under a “Dashboard”, if you don’t you can click on the icon in the top left.

Look for the Leaky Paywall option and choose subscribers

Under the Subscribers option you will be able to add a new subscriber 

• Set Username to the subscribers email address

• Update: Price Paid, Expiration Date, set payment status to Active, set payment to Manual, and Subscriber ID is the persons Maghub ID (if applicable)

• Subscription level is set to the appropriate product they have requested

To add other details to the contact (like first and last name) you will need to edit the user details.  Under the Leaky Paywall subscriber section you’ll find all subscribers and can search them by name or email.  Under the user name you’ll see an option to “Edit LP Sub | Edit WP User” LP=Leaky Paywall. 

• Choose - Edit WP User

• Update any pertinent fields (mainly updating first and last name)

Adding a Complimentary (Comp) issue

Adding a Complimentary Issue into Maghub

Updating Subscription on respective sites.

Updating a Subscription for Finance or Multifamily Directories

Updating Retail Directory

Add instructions for creating a user/subscription

Other Details

• Import Dates

• Description of the SOP along with created / updated dates and names of the creators for reference purposes. (nice to know who to reach out to if needed.)