Sampling Dashboard/Menu
When the Publisher Rep logs in now, they have their own dashboard where they are able to send recommendations and view recommendations that were sent.
Note: with a Publisher Rep role you will not see the "VitalSource Manage" icon, as is shown above. This is only seen with a Publisher Admin role.
Sending Individual Recommendations
Publisher Reps can send recommendations individually on a case by case basis using the instructions below:
Log in to http://sampling.vitalsource.com/publishers with your VitalSource credentials if you have not already.
Make sure the country flag is appropriately set to your country (Canadian instructors send via the US sampling portal)
Search the ISBN for which you wish to send a recommendation
Click the orange “Send Recommendation” button next to the title.
Enter the professor’s email address and click “Create New” if they are not already in your database.
Fill in all the appropriate information for this recommendation.
Press the Enter button on your keyboard or select “Send Recommendation”
Sending Bulk Recommendations
Publisher Reps can now send recommendations using a bulk template. Download the CSV template, add the information to the file, save it to your computer, and upload the file with the information to send the recommendations.
*Note: (If there are special characters in the instructor's email, the rep/admin will need to resend the recommendation(s) individually from the title's Product Details page in the designated portal.)
- Email of the publisher who sent the recommendation
- Email of instructor(s) who wish to remove the recommendation(s) from
- Title/ISBN of all recommendations they wish to remove [for each account]