Getting Started – BMS Setup

Some sections of the Static Campaigns module require some setup in the System Administration Connector of BMS.

Perform these steps only if necessary.

Note: The Static Campaigns module is available to users with the Admin, Static Admin, or Static Campaign Manager role. See User Permissions for more information.

To install BMS:

Static Campaigns

  1. Go to the website of the instance you were provided, ensuring that you type in “/bms” at the end to send you to the installation of BMS page.

    2. For example, if your instance is: https://poptest.ayudalabs.com, then type this URL: https://poptest.ayudalabs.com/bms/.

    Instance

  2. Sign in with your given credentials.

    3. Sign in

  3. Click Click here to install BMS.

    4. Install BMS

    This downloads an application executable file.

  4. Run the installation application that is downloaded.

    5. Run installation

  5. At the Windows Security popup, click More info, then Run anyway.

    6. More info

    Run anyway

  6. Sign in with your given credentials.

    7. Sign in

    BMS starts initializing.

    Installation progress

    Once the initialization is complete, BMS opens.

    Installation completed

    BMS is located in your Windows launch pad for easy access.

    Launch pad icon

    If you ever have any issues, run the BMS Maintenance:

    1. Right-click the BMS icon.
    2. Click Run BMS Maintenance.

      3. Run BMS Maintenance

To access the System Administration Connector:

  1. Within BMS, select Administration Package.

    2. Administration Package

    The screen refreshes to present the Administration Package screen.

    Administration Package

  2. Click System Administration Connector.

    3. This presents the top level of the BMS System Administration Connector feature set.

    System Administration Connector

Posters may be posted later than expected. You must provide reasons why it is so.

To set up reasons late, you must select the Reasons Late section in the BMS System Admin Connector.

Reasons Late

You can create as many reasons as you want.

In the BMS System Admin Connector, you can add default agency commissions for Agencies.

To add a default agency commission for Agencies, you must add a value in the Default Commission % field in the General tab of an Agency.

Default Commission %

You can add new Additional Revenue types, that is, the types other than Installation and Production that are available in the system by default.

Additional Revenue Types

For more details, see Create Additional Revenue Types in BMS.

If you need to assign a discount to a campaign, then make sure that you have assigned the same company to the Discount Type, in the Divisions tab of the discount.

Discount Types

Existing Contract Types are New and Renewal.

To create a new Contract Type, you must select the Contract Types section in the BMS System Admin Connector.

Contract Types

You can create as many Contract Types as you want.

Now that you have set up BMS, you can look at your Proof of Performance setup. See Getting Started – POP Setup.