AdSystem Videos
AdSystem is packed with many features and shortcuts designed with the goal of making you and your company more productive. We’ve created a series of videos to help you learn how to use AdSystem and take advantage of all of its great features. If you ever have a question about AdSystem, are teaching a new employee how to use it, have forgotten how to do something, or are simply looking to learn more, check out some of these videos. We’ve put all of our training videos on this page with a brief description to help you find exactly what you are looking for. We’ll keep posting more as we create them, but if there is a specific topic or question that you would like us to cover, or if you feel that your question was not answered, please write our support team an email and let us know!
1. Introduction to AdSystem & Program Orientation
Logging into AdSystem Online with a Remote Shortcut
A how-to tutorial for logging into AdSystem Online using a remote shortcut.
Can’t see the embedded video? Find it here.
Logging into AdSystem Online Using a Remote Desktop Connection
A how-to tutorial for logging into AdSystem Online using a Remote Desktop Connection. This video also supplies information on setting a default database. See the next video for information on creating a new database.
Can’t see the embedded video? Find it here.
Remote App vs Remote Desktop
This video explains the differences of using the Remote App and the Remote Desktop to login to AdSystem.
Can’t see the embedded video? Find it here.
Configuring Local Resources
This video explains how to make it so that you can print and save files from AdSystem to your computer.
Can’t see the embedded video? Find it here.
Database & Publication Setup
A how-to tutorial for creating, editing, and accessing databases and publications.
Can’t see the embedded video? Find it here.
Navigating the Accounts Screen
An overview of the accounts screen and an introduction to basic actions and features within AdSystem.
Can’t see the embedded video? Find it here.
Adding New Companies & Contact Persons
A how-to tutorial focused on creating accounts, including companies, contact persons, and agencies.
Can’t see the embedded video? Find it here.
Editing Accounts
A how-to tutorial showing how to navigate and edit account information, including companies, contact persons, and agencies.
Can’t see the embedded video? Find it here.
Configuring & Using Email
A how-to tutorial showing how to connect an existing email account to AdSystem, covering configuration and use of SMTP and POP3 email connectors.
SMTP:
| Server | Security | Port | |
| Gmail | smtp.gmail.com | SSL | 465 |
| Microsoft Office 365 | smtp.office365.com | SSL | 587 |
POP3:
| Server | Security | Port | |
| Gmail | pop.gmail.com | SSL | 995 |
| Microsoft Office 365 | outlook.office365.com | SSL | 995 |
Can’t see the embedded video? Find it here.
Email Connector Setup
A how-to tutorial showing how to configure the email connector using IMAP.
| Server | Security | Port | |
| Gmail | imap.gmail.com | SSL | 993 |
| Microsoft Office 365 | outlook.office365.com | SSL | 993 |
Can’t see the embedded video? Find it here.
Changing Your AdSystem Online Password
A how-to tutorial showing how to change the password for the outer login for AdSystem Online.
Can’t see the embedded video? Find it here.
Changing Your AdSystem Password
A how-to tutorial showing how to change the password for your AdSystem login.
Can’t see the embedded video? Find it here.
2. Using AdSystem
Finding Accounts & Using the Search Feature
A tutorial of using the find function and its time saving features. Includes using multi-find, search within, and sorting the search results with examples.
Can’t see the embedded video? Find it here.
AdSystem Keyboard Shortcuts & Hints
Provides a tutorial and examples of keystroke shortcuts and other useful tips that will boost efficiency and ease of use. A complete list of keyboard shortcuts and hints have been posted to the blog and can be found here.
Can’t see the embedded video? Find it here.
Logging Activities
A how-to tutorial of general use of activities and reminders including: logging activities, to do items, setting, and checking reminders.
Can’t see the embedded video? Find it here.
Adding an Agency
A how-to tutorial for creating, editing, and assigning agencies to accounts.
Can’t see the embedded video? Find it here.
Scheduling Ads Overview
A explanation of the differences between proposals, formal contracts, and the open contract.
Can’t see the embedded video? Find it here.
Creating Proposals
A how-to tutorial for creating proposals of ad orders.
Can’t see the embedded video? Find it here.
Using Proposals
A how-to tutorial of printing, emailing, and converting proposals into orders.
Can’t see the embedded video? Find it here.
Creating Contracts
A how-to tutorial describing the basic process of creating a contract.
Can’t see the embedded video? Find it here.
Scheduling Print Ads
A how-to tutorial of how to schedule print ads to the open contract.
Can’t see the embedded video? Find it here.
Scheduling Web Ads
A how-to tutorial of how to schedule web ads to the open contract.
Can’t see the embedded video? Find it here.
Using AdPortal™
A how-to tutorial showing how to use AdPortal and how it will appear to your customers.
Can’t see the embedded video? Find it here.
Sales Planning
Demonstrates how AdSystem can automatically forecast future sales and provides a how-to tutorial for set up.
Can’t see the embedded video? Find it here.
Combining Duplicate Accounts
A how-to tutorial showing how to combine two or more duplicate accounts.
Can’t see the embedded video? Find it here.
Finding Ads
A how-to tutorial showing how to quickly and easily locate ads, regardless of location within contracts etc.
Can’t see the embedded video? Find it here.
Increasing Text Size in AdSystem
A how-to tutorial explaining several ways to change screen resolution and use the magnifier app to increase font size in AdSystem.
Can’t see the embedded video? Find it here.
Adding and Viewing Issues
A how-to tutorial explaining how to create, edit, and view issues.
Can’t see the embedded video? Find it here.
Automated Reporting
A how-to tutorial explaining how to how to set up reports to be sent to your email inbox on a specified interval.
Can’t see the embedded video? Find it here.
Using Installment Invoices
A how-to tutorial explaining how to how to set up and use installment invoices.
Can’t see the embedded video? Find it here.
Correcting a Mistake on an Invoice
A how-to tutorial explaining how to correct mistakes such as incorrect amounts or issues on an invoice.
Can’t see the embedded video? Find it here.
Using Packages
A how-to tutorial explaining how to how to set up and use packages.
Can’t see the embedded video? Find it here.
Using Sales Rep Goals
A how-to tutorial explaining how to how to set up and use goals by issue for sales reps.
Can’t see the embedded video? Find it here.
Applying Payments
A how-to tutorial explaining how to how to apply received payments to an account.
Can’t see the embedded video? Find it here.
How to Fix AdSystem When it Appears to Freeze
Due to a Windows bug, AdSystem may appear to freeze. To fix this, simply use the [Alt] and [Tab] keys together on your keyboard. For those running the remote desktop in a window, try using [Alt] and [Page Down]. This should bring up a window that will allow you to continue using the system.
Can’t see the embedded video? Find it here.
3. CRM License Related
Using Lists
A how-to tutorial for using lists.
Can’t see the embedded video? Find it here.
E-Mail Invoicing
Provides an explanation and tutorial of E-invoicing, including showing how to see whether the customer has opened the invoice.
Can’t see the embedded video? Find it here.
Creating Groups
Provides a tutorial of creating groups using definitions.
Can’t see the embedded video? Find it here.
Creating Groups Using Attention Codes
Provides a tutorial of creating attention codes, assigning them to accounts, and using them to define the contents of a group.
Can’t see the embedded video? Find it here here.
Using Groups
Provides a tutorial of printing reports from groups, printing mailing labels, sending email blasts, exporting a group to a speadsheet, and doing group posts.
Can’t see the embedded video? Find it here.
Exporting a Group to Excel
Provides a tutorial of exporting an AdSystem group using custom layouts in a .txt format that can be opened using Excel.
Can’t see the embedded video? Find it here.
Sending an Email Blast using MailChimp
Provides a brief overview of basic functions in MailChimp as well as how to upload the contents of a group from AdSystem to MailChimp.
Can’t see the embedded video? Find it here.