Welcome to JigsawBox!! How to Get Started Quickly... Welcome to JigsawBox Support! Firstly, we want to let you know that you are NOT alone. Our JigsawBox Customer Support is on hand Monday to Friday to answer any questions, queries or give you advice when you need it. Also we ve provided you with the times our Support Desk & LiveChat is available: The JigsawBox Support Desk & LiveChat operates Monday-Friday: 9:00am- 5:00pm EASTERN time You can contact the Support Team by creating a new request in the Support Area, or by clicking the LiveChat box or by emailing us at support@jigsawbox.com. All requests are answered within 24 hours, weekdays. If you submit a ticket after 10:00pm UK time/5:00pm Eastern on a Friday, your request will be responded to on the following Monday. We value all of our JigsawBoxers and work as hard as we can to answer your queries as quickly as possible. Getting Started Quickly Our Quick & Simple Guide... JigsawBox Imagine it as a Book Before we start let s just sit back and imagine a book and what it contains.
A book has a cover this is your Program within JigsawBox. (It s the outer layer. For example: Become a Great Parent in 30 Days ) Inside the book are chapters these are your Modules. These are the chapters that your client will work through one by one, completing the first one to get to the next one with a conclusion (or happy ending) at the very end. That is what you are creating for your client. You can add to it along the way, including forums or Facebook groups etc. Step One: Decide on the Topic of your Program (The Book Cover) Remember one of the great things about JigsawBox is that is allows you to TEACH your clients and then COACH them. So think about the solution your clients most want to have - what do they want to do, be or have by the time they've finished working through your program? Alternatively you may already have a heap of content, in which case, of course, you can simply cut and paste that directly into your JigsawBox. Step Two: Decide how much interaction you'll have with your clients You can use JigsawBox to: Create a home study program As a compliment to your group coaching program As 1:1 coaching As a mini-membership site Or indeed all of the above. (Remember you don t have to be a coach! You can be an instructor, a cake baker, a knitter or a dog whisperer...the list is endless!) The beauty of your JigsawBox is that when you're getting started you can create one core signature program and offer it out at ALL these different levels if you choose to. The key to getting started quickly though is to start with just one type of interaction. And get it out there! Step Three: Decide on Your Modules & What You Want Them to Contain (The Chapters) You ll need to log into your JigsawBox using the Username and Password created for you when you first signed up, log in via www.jigsawbox.com/login as below:
You will then need to go to your My Modules Tab at the top, click that see below:
You will see some example draft modules already created in your JigsawBox account. These are there to provide you with an example of how a module could look. You can even edit these to recreate as your very own and sell them as part of a package to your clients. So if you wanted to use one of these draft modules all you need to do is click the edit button and then it will open up the module for you to edit. Once you open this you can change the Title, Description, Content and so on if you have content in another document you can simply cut and paste your content into this module.
Please note however, before you copy and paste you should either use the paste from word button as below or to first paste your content into a software program such as Notepad or similar so it strips any formatting for you, you will need to reformat your text once you paste it into this content area. You can then format your content anyway you like by using any of the tools available in your tool bar, i.e. font changes, colours, indentation and so on. Simply highlight the text you want to change and press the corresponding button. It is very similar to word if you hover over the button it will tell you what it is for. For more complicated formatting, if for example, you would like to upload a picture, you will need to click the upload picture button:
Once clicked it will bring up the following pop up box: You can add your image either via a URL which can be uploaded from your website or someone else online as long as you have the link. Paste it within this box. Add the width & height of the picture you want to add and whether you would like a border. Then click OK. Otherwise you can click Upload, which will then open a browse window as below:
This will open up the files in your computer so you can then select an image stored within your records. Click Send it to the Server and it will begin uploading automatically. Once you have uploaded the image it will come up with a preview below, here you can see what the image is going to look like prior to inputting into your content, you can change the size or add a border etc. The next button you might want to use is the link button this will provide a link to let you input a link to perhaps your website or somewhere else on the internet.
Once you press this it will come up with a box for you to fill in with the link details. Input the URL here: Click Ok and then your text will be hyperlinked it s as easy as that! If you have audio you wish to upload, firstly make sure it s in MP3 format and click the speaker button:
A browse button will come up, much the same as the image upload. From here, find your mp3 audio and then click upload MP3. Depending on the size of your MP3 it may take a few minutes to upload, however you will know when it is done when the browse button disappears. Please Note: you will NOT get a confirmation of the upload. You then click OK. You will not see your MP3 in the content box at this time, however to check that it is there simply click the HTML button above you will look for text that starts with <object date> if you see that you will know it s uploaded correctly. You then click the HTML button again to go back to regular view.
Once you are happy with that you can then scroll down the page of your module and continue to the Questions area. You will see an example question already in there so you know what a question will look like. You can add additional questions or delete ones that are already there (especially in the draft modules). To edit a question, click edit above this will open a window where you can edit and format, if necessary, and then click Save. If you would like to re-order questions, for example if you have more than 1 question and you decide you don t like the order you simply click on the orange cross on the left hand side and drag it up or down to the desired order you want it in. To add a question, just type in the box and then press Add. Simple! Finally at the very bottom of your module you can add documents you want your clients to view or use, for example a spread sheet or a word document.
All you need to do is click the Browse option above (remembering the maximum file size is 10MB). This will then ask you to find the item on your computer and then type a description and then hit Add New Document there it is loaded! You will see the document loaded as below, it will take a few seconds to upload scroll back down and you will see it there.
You will also see the link to download the document for you or your client to view what you have uploaded. Once you are happy with how everything looks, go ahead and click Save Draft. This will then take you back to the My Modules page: Find the module you were working on and press Edit, scroll down the page and click Preview at the very bottom. This will then show you how your module will look to your clients, with content, pictures, audio, questions and downloads. Use this time to test your links, your audios and downloads just to make sure it all works OK and looks
how you want it to look. If you find something wrong or you want to change it, then go back to your list of modules and click Edit. Now Let s Create a Brand New Module... First go back to your list of modules by clicking on My Modules and then clicking Create Module. Here you will see a blank module where you will need to fill all areas available. Add your content, pictures, videos, audio, uploads, questions...whatever you need to ensure you have everything for your client within that one place. You will need to save a draft prior to uploading any documents you will be reminded to do this after you have added your questions. Once you do this, you will then have to go back in and edit your module and then upload any documents. Once you are completely happy, click Draft and then click Preview! When you are 100% certain that you want to add this to your package you would then need to make your module LIVE. To do this, you go to your list of modules again find your draft module and click the Make Live icon.
Once you do this you will see a pop up window with the following info:
Once you make it live any client who buys the package will see this version of the module and it asks if you want to continue. You click either OK or Cancel. (You can make changes to a live module after it has gone live). You will then see your module has gone up to the LIVE Modules area. Lastly if you go back to My Modules, if you wish to change the order of the modules you can do this. Click on the Re-Order Modules button. You will then have a pop up screen showing your modules as below you can move them and re-order them by clicking on them and dragging them to the right position:
Once you are happy with how your modules look press Save. That is everything you need to know for My Modules.
Step Four: Now It s Time to Create Your First Package! Now that you have created your modules it s time to package them up and sell to your clients. First you will need to go to the My Packages tab and click Add Package. On this page you will enter all your pricing and details for your package, i.e. your Title and Package Description. Please be careful here as this is what your clients will see.
The next section is where you need to decide if you are going to offer your client a Trial Period for your package this can be seen as a chance for your client to evaluate the package before making a payment. So if you wanted to give them 7 days FREE and charge them on the 8 th day, you will input 7 in Trial Length. Your client will then be charged on the 8 th day via PayPal or whatever shopping cart you are using (unless they choose to cancel prior to the free trial period expiring). In the next box you will set a price for your package and select your currency underneath. You will then be asked a payment frequency period i.e. $500 a one-time payment or $50 a month. It s up to you if you choose monthly it will ask you how many months this package runs for, however if it is an on-going payment (so it never expires like a subscription) then you would leave this as zero. If however you wanted a one-off payment of $500 and then $50 a month thereafter you would need to create two packages. One package set at $500 as a one-off and the other as a $50 a month package your client would need to sign up for both of these packages. The next box you need to complete is the Alert When Response Submitted box this will need to be checked if you intend to use questions in your modules and would like any responses from your clients alerted to you via email. A Submit to Coach Button will appear in your client s dashboard they will need to click this to activate an alert.
You will see that the next step is to see whether you would like to add a Facebook Group to your Package. This is just as good as a forum and creates a lot more interactivity with you and your clients. Firstly you need to add your Facebook Group URL into the space provide i.e. https://www.facebook.com/groups/126825314164350/ Next is the Custom Welcome Email. Each of your clients will receive one of these when they sign up for your Package. These emails will contain their username, password and link to your JigsawBox for them to log into. However, you may want to customize your email to make it a bit more personalised. If you do want to do that, check the Use Custom Welcome Email box, then underneath you can add in the subject area of your Welcome Email (this will show up in the email subject area so it will be what they see first before opening the email from you).
At the end of this first section you should input something like: Please note below your Username, Password and Link to log into JigsawBox to access your Package (or something along those lines). As you can see your Username and Password for your client will be automatically input in the areas below. The second block of text here, you can wrap up your email to your client include putting in the link for them to log into JigsawBox (will show you where to get that it a moment) and then close your email by thanking them for purchasing your package.
The next step will be choosing the modules that you want to place into the Package. But first you need to decide how you want your modules to be released check the correct circle next to the one you want. All modules to be delivered immediately upon client registration - every single module in that package is available as soon as the client registers successfully for the package Rolling Launch - you choose how many days after the client registers that they can access each module in that package One Off Launch - you choose on which specific date a module becomes available to all clients on that package Each module to be released after previous has been completed - once you or your client tick the 'mark module as complete' inside the coach/client interactive modules, the next module in the package will be made available to the client You can add the same modules to as many different packages as you like, and choose a different module release schedule for each and every one of them! So you may create 3 duplicate packages, all containing the same modules, but have one with all modules available immediately, one with a rolling launch, and one with a one-off launch. NOTE: once you select a module delivery schedule you can revise the schedule by changing dates, days available, etc. but you CANNOT change the module delivery schedule type for existing clients. For example, if you create a package and select One-Off Launch and you have clients registered in the Package; this is the delivery type that will need to remain for these existing clients. You can revise the delivery type for FUTURE clients but it cannot be revised for existing clients. In this case, if you do decide you want all modules available immediately, simply click on each module and the calendar box will appear. You can then simply select a different date. Next you will want to choose which modules you want for your Package (like selecting the chapters for your Book).
On the left hand side you will see all your available modules. Please note: any modules that are still in Draft format will not appear in this list, you must make them Live first. When you have decided which modules you want to use for your Package, simply click onto it and drag it over to the right hand side underneath Your Packages. You can put them in any order you wish, or even as sub modules of another module. You can add new available modules to your Packages whenever you wish, but you cannot take them out or delete any modules once your client has purchased the Package. So be very careful before you add a module or add a client to a Package (even test clients). In the next area is your Branding of your Package. You can brand each Package differently. background colour, tab & table header colors, button colors, even your Logo and font changes. You can add a
At the very end, you can save all of the additions you have made. It will remind you that as soon as your client buys a Package, you cannot delete a module so please ensure that all the modules you want are in the right places. You will then be taken back to your My Packages page. You will see at the top the Link for client login. This is the link that your client will need to go to every time they need to access their package. This link is taken from your My Account Page under Short Company Name so if you ever change your short company name this will change in here so you will need to send your clients the amended version of the link otherwise they won t be able to log in.
The next link you will need is your Client Link this is the link to put on your Website or Facebook Page to start selling your package. That link is called the Client Link and is located above when you click the green arrow icon above. Each Package that you create will have its own Client Link when you click it a new window opens up as below this is your Client Link so you simply cut and paste that link and input it where you want to help sell your Package. If you do decide that you want to make some changes to your Package you simply click the Edit icon below:
This will open the package back up and you simply go to where you want to add something or edit what is already there. Or if you wanted to delete your Package entirely you can also do this and start again. On this same Page above you can also add clients to your Package directly if you wish - however this will not take them through the PayPal process. This is for those clients who have paid you by Cheque or Cash or perhaps you are giving someone a free package. You need to go to the Green Man icon above when you hover over it and it will say Add Client. Click onto this and a new window will open. Once this opens you can then add your new client s details, you will need to create the Username and Password for them. However, if you know your Client already has a JigsawBox Account you can then add their Username below, simply add it into here and then press Assign. Step Five: Decide if you would like to add a Forum to your JigsawBox so your Clients can interact with you and each other. Firstly you will need to click on the My Forums tab. You will see that we have our own JigsawBox Community Forum for our Coaches below this has been linked to our JigsawBox Community private group on Facebook as we feel that this is best for our Coaches (your Clients do not have access to this)
Now we will show you how to create your own Forum. First, click the Create Forum button. Next, add your Title for the Forum. It can be about your Package or about the type of clients you have...the choice is yours. For example, if you have a VIP Package for your VIP Clients, you can call this your VIP Forum that only your highest level clients have access to. Then you can click the Package you would like this forum to be included in, it can be all of them or just the one Package. Then click Save. This will then take you back to the My Forums page and you can see your new forum below I have created a JigsawBox Forum. It also tells you what Package or Packages that Forum now serves.
If you make a mistake or you want to edit the details simple go to Delete if you want to start again or click the Edit icon to go in and amend. When you edit it will take you back into the screen you just went into to set up your Forum from the beginning. Just edit the relevant sections and click Save. Now you will want to get started with your forum, so click View Forum and it will open up this window below: As you can see there are no discussions in this forum as yet, so you will need to create one. Once you click Create Discussion it will take you to this window below:
Enter a subject for your discussion into the subject area. This could be a Welcome & Introduce Yourself discussion for example. It should be something descriptive of what you are talking about in this discussion. In the box below this you then enter any kind of message that you want, perhaps introducing the discussion and why you want people to discuss that subject. At the bottom of this window as a default you will see that the Subscribe to discussion box is always checked. This means that if someone posts a reply to your post you will get an email to notify you of this. If however you don t want to subscribe and get updates you can uncheck it. When you are all done, click Save.
You are then taken to this window. This shows the discussion in full. It shows the discussion you have just submitted and also shows you when it was posted. If you find you have done a typo to that post or you want to add more, simply click Edit post. If you go into the edit option and you decide you want to delete it you do that from within there. Now let s go back to My Forums to see the overview of this which shows replies, views and last posts.
Now we will look from the point of view of a client. As you can see this client has two forums assigned to the package she has purchased. If a client does not have a forum attached to a package they have bought they would not see the My Forums tab. If your client wants to see the most recent posts submitted in the forum they can click the Recent Posts button above. Your client can also subscribe to discussions just the same as you, the Coach. Please Note: the latest posts in a forum discussion do not appear at the top of the page they will appear at the bottom of the last comment. So if your discussion has 6 pages you will need to go to the 6 th page to view what you have submitted or what someone else has posted, so don t panic if you don t see your post straightaway. Step Six: Choose how you would like your JigsawBox to look and set up your Paypal details. To do this, just click My Account at the top right of your JigsawBox and complete all the details on the page there, including your logo and chosen colors. This is your chance to make your JigsawBox and your packages look 'all yours'! Step Seven: Go sell your Package! This next bit will show you how to connect your sales page (created by you on your normal website) to your JigsawBox - how it all fits together! The first thing you will need to do is to create a Sales Page on your website to market your program. You can add a video to entice people to your sales page, you can add headlines, provide the benefits to your customers, what the program will do for them, list testimonials throughout and images of all the things that your customer needs to know and would love to hear about the program. Here is an example of a sales page and its BUY NOW buttons or Get Instant access below
To create these buttons you can do this within PayPal, and then you will need to add a link behind them to link to your JigsawBox program. So to get this link you need to log back into your JigsawBox go to My Packages and find the package you want to sell on your website and click the Client Link icon:
This is the link for your clients to register for the Package so simply copy that link and paste that behind the BUY NOW button as above. If you don t have a way to create buttons on your website you can simply type in some text that says buy now. After your Client clicks that button they will be taken to a registration page. If your client is a current JigsawBoxer and they already have a username and password they fill in the bottom half of this form and then click Login. They will be taken straight through the PayPal process to go ahead and pay and get access to your Package.
If however they are not a JigsawBox customer, they then need to fill in the Sign up section above where they create a Username, Password, email address and add their first and last name and click Sign Up. Again they will go through the same PayPal process to pay for the Package. After your client has gone through PayPal they will end up on a Welcome Page. This is what one looks like below: It will have the Package Name at the top. It will tell them that a confirmation of their username and password has been emailed to them. It will advise them of their username however not their password for security reasons and it will have best wishes and your name underneath.
Your Client can log in right there and access their package if they so wish at this time you will get an email to advise you that a new client has bought that particular package. After your Client has logged in this is what they will see: They will see the title of their package or packages and they can click Read More to see what more information has been input about this Package. Your client will also see the different modules you have set for the Package, when they are available to them and they can click to Work on this module when they want to start. They will be taken into the package area where they can begin. Please Note: If you have set questions in this module there will be a Submit to Coach button at the end of the Package If however you have chosen NOT to get those alerts we ll look at what you can see from a Coach perspective. Once logged in click the My Clients tab. You will see all of your clients listed down the left hand side.
It is here where you can access all the replies on questions and see how they are progressing. If you click the arrow next to your client s name here it will open up to look like this: Here you will see that this particular package does not have any questions to ask, however if there were they would be shown in these columns However if you did have some questions on your package it could look like this if you need to reply to a question
Then you would simply click the green arrow and it will open up the module, scroll down and you will see the new response by the star in the corner: You would simply fill out the Your Reply box here and click Save and then scroll down and click the Submit to My Client button so they then receive the reply via email. Your Client can then respond back and so forth. Also your client can download any worksheets you have given them to do and then they can upload them back for you to view, by simply pressing the browse button below
Once uploaded, you will see the document here, to view it you would click Download.
Your Clients also have a My Account tab the same as you and when you click this it will show their username and other details. They can access this to change their password if they so wish and the email address they would like responses sent to. Step Eight: Coach your Clients! Firstly log into your Account and click the My Clients tab. You will see all of your Clients down the left hand side.
To see a Client s specific details, click the arrow next to their name this will open up the following information Here you will see the modules they need to work on and the whole view of activity within them. You can see which version of the module they are on, the answers to questions here you can see the client has answered only 2 out of 5 questions. You can also see the day the module comes available to your client.
When you want reply to your clients, when they have answered questions, you need to click the green arrows above. This will take you back to the questions area below: You will see any response your client has entered (example) if there is a star in the top right hand corner this will indicate the latest response from your client. If you have selected the Response button in your Package where you want to receive response emails when your client has replied to a question, you will see at the bottom of the above window you will have a Save submit to client button will you will need to press. This will Save all your questions and send an email to your client. Also in the My Clients area you can deactivate and delete a Client. Please remember when you delete a Client you cannot re-instate them. Whereas if you deactivate them, you can reactivate them in the future.
Step Nine: Have you got a lot of clients and need to review their work quickly? Use My Reports. This is also good for if you have a one to one session coming up with a Client and you would like a really quick way to pull of the work they have done so far via JigsawBox. First you will select the package that you are working on or you can select all of them and then click Next Step, you will then be taken to the next page this will show you all of your clients and which package they bought.
You will then need to select the client you want the report run on. You will then need to agree to the statement above about data protection and being responsible for the date you are about to download. Once you are happy with that you will need to check the box, I agree, and then click Generate Report. The report is then generated and will look like this. You will see all the Client s details, the questions and then the answers on the end this report is Excel based so you can wrap text, format the columns and filter by column. It is very simple to use. JigsawBox Tips Every Friday, we post a new JigsawBox Tip on our Blog. You can access all of the past JigsawBox Tip blog posts by going to our Forums page in Support. You can go to our blog and comment on any post, read new posts and even request a topic for us to cover in a future post! Like we said, we've given you the absolute basics here - but please just click 'how can we help you?' above and you'll find a whole load of more tips and tools - and the answers to all your questions there. JigsawBox Case Studies We have some great case studies for you to watch on how other customers have successfully connected their vision to Jigsawbox. You can also find those on our support desk. Happy JigsawBoxing!!