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Welcome to SAGE

Here's everything you need to know and then some.

Here at SAGE, we want to make sure that you have everything you need in order to be successful. This page is meant to help you navigate some of the most common questions when first starting out with SAGE products. You can refer back to it anytime you want a refresher, or whenever you bring on a new team member that will be a user in SAGE. If you ever need additional help, just get in touch with your account executive for one-on-one assistance.

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How do I search for products?

You can search for products in SAGE Online, SAGE Web, and SAGE Mobile! All of these programs access the SAGE database that is continuously being updated with product data and supplier information. Just launch one of the three aforementioned SAGE programs, and click Product Search to begin searching for items.

Also, if you have SAGE PromoSearch for your website, you can search the product database there, as well!

Product Search
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What all is included with a SAGE Total Access subscription?

SAGE Total Access includes unlimited usage of SAGE Online, SAGE Web, and SAGE Mobile for each licensed user on up to five devices.

SAGE Online, the industry leading business management solution, includes the following features:

  • Product Research
  • Supplier Research
  • Presentation Publisher
  • Customer Relationship Management
  • Virtual Design Studio
  • Order Management
  • Project Center
  • Discussion Groups
  • Tradeshow Planner
  • Specials
  • SAGEim
SAGE Total Access

SAGE Web allows subscribers to access SAGE from any device with internet, including Mac computers.

SAGE Mobile is an app for iOS and Android devices that makes it easy for SAGE subscribers to work on the go.

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How do I install SAGE Online?

Watch a video to learn how to install SAGE Online or follow the steps below.

  1. Go to www.sagemember.com
    SAGEmember
  2. Use your login ID and password to log in to SAGEmember.com. If you do not know your login ID and password, click the "forgot password" link under the login box or contact us at 214.631.6000 or support@sageworld.com.
  3. From the Support tab, click Downloads.
    Support > Downloads
  4. Click the first item in the list, SAGEOnlineSetup.exe, and select to run it when prompted.
    SAGEOnlineSetup.exe
  5. Follow the prompts to install SAGE Online.
  6. Double-click on the SAGE Online icon on your desktop to launch the program.
    SAGE Online icon
  7. Enter your Login ID and Password then click OK.
    Enter your Login ID and Password
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How do I get started using my PPAI membership through the Power of Two?

Distributors that are current SAGE Total Access subscribers will receive a PPAI membership automatically through the Power of Two alliance! You do not need to do anything to begin utilizing PPAI membership benefits. PPAI will contact you with more information about your membership benefits.

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Power of Two
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The SAGE Dictionary

As a SAGE customer, you’ll come across a lot of different product names and websites. Below is a list of terminology you’ll see often and a description of what each one is and what you will use it for.

  SAGE Total Access

Your subscription to SAGE that includes SAGE Online, SAGE Mobile, and SAGE Web, as well as a SAGE WebExpress website.

  SAGE Online

Our flagship research and business management software for PCs. You’ll access this program by opening the desktop application you downloaded from SAGEmember.com. Using SAGE Online, you can search for products, create presentations, manage your contacts/clients, create invoices and POs, and create email marketing campaigns.

  SAGE Mobile

The SAGE app available for iOS and Android devices. All Total Access subscribers have the ability to install SAGE on up to five devices, including mobile. You can find our app in the App Store or Google Play by searching SAGE Mobile (the publisher is Quick Technologies.)

  SAGE Web

The web-based version of SAGE Online, allowing Mac users to access the program. You can also use SAGE Web to access your SAGE Online information from a guest computer, Windows tablets and smartphones, or any device with internet access.

  SAGEworld.com

The SAGE corporate website. This is where you’ll find information about our company, all of our products and services, news, how-to articles, our webinar schedule, and more.

  SAGEmember.com

Your back-end administrative area for all things SAGE. Log in to SAGEmember.com using your SAGE login info to do the following: manage users, configure your payment processing information (if applicable), update your website, download SAGE Online, manage your email accounts, view training videos, and find other support options.

  SAGE Webmail

Our web-based email platform that allows you to access your SAGE-hosted email.

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Basics of searching

Here are some helpful things to remember when searching for products in the SAGE product database:

  • It’s important to understand the difference between keywords and categories. Categories are best described as the NOUN while keywords are the ADJECTIVES. Examples: A ceramic mug’s category would be mugs while its keyword would be ceramic; a water bottle’s category would be bottles and its keyword would be water.
  • SAGE has a multi-tab interface. This means you can have multiple searches, presentations, and orders open and in progress simultaneously. There is no need to close out of what you’re working on if you need to switch to something else; you can simply open another tab using the shortcut buttons or by navigating to the home page and then selecting what you need to switch to.
  • Right-clicking on pictures of products in the product search results screen will open up a menu with some very helpful filters and options.
  • You can view all of the suppliers that show up in the results page and then filter by certain suppliers by clicking the Supplier List button in the bottom left corner.
  • When you have a presentation tab open, you can drag and drop items into the presentation without having to navigate away from the product results screen.
  • You can turn a presentation directly into a formal quote/PO/invoice by selecting the Create Form drop-down menu option in the presentation area.
  • Your 25 monthly email campaigns can also double as an interactive presentation. You can order more email campaign emails by contacting your account executive.
  • Distributors can rate suppliers in SAGE. You can view a supplier’s ratings in depth by selecting the ratings button under the Supplier Information tab.
  • Many of the tabs in SAGE are often overlooked by first-time users. Make sure you click on all of the buttons and see where they go. If you get lost, you can always go backward by hitting the back button in the upper left.
  • Almost everything in SAGE will tell you what it is if you hover over it for a second or two.
  • The theme search is quite effective for broad searches, especially when combined with the right click menu options at the product results screen.
  • Check the “Verified Products” box under other filter options to refine your search to only include products that have been verified by the supplier.
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How to create a presentation

Adding Products to a Presentation

  1. There are several ways that you can add products to a presentation.
  2. After you perform a product search, you can add products from the search results to your presentation by dragging and dropping the item up to the presentation tab.
  3. You can also tag multiple items using the checkbox in the upper left-hand side of the product. Select the items you want, and then click the Add to Presentation button at the bottom of the screen. This will automatically open the presentation so you can review the added products.
  4. Another option for adding products to your presentation is by finding a product that you like from your search and double clicking that item to open the product information. From here, you can click Add to Presentation to add this specific item.
  5. You also have the option to add items from within the presentation by clicking the New Item button. This will allow you to add products from your Project Center, as well as insert a blank item template that you can customize yourself.

Customizing Your Presentation

  1. To edit specific information about the product, select a product on the left and use the tabs, such as Main, Pricing, Notes, etc., to edit any specific information about each product.
  2. With Introduction, you can fill out who you’re sending this to. If your client is in your CRM, just click the drop-down arrow beside the Select Client field, click on the client’s information, and it will complete those fields for you. You can put any kind of introduction statement that you want for the beginning of your presentation.
  3. Click on Closing in the left sidebar to update the closing statement of the presentation and set up your signature block.
  4. Next, you can choose to include a cover page with your presentation, and upload a logo for the cover page.
  5. If you click on Header in the left sidebar, you can add your logo to the address and update your contact information if it’s incorrect.
  6. Under Footer, you can add footer text that appears on either all pages or just the first page.
  7. On the Terms and Conditions tab, you can include and terms and conditions that need to be included in your presentation.
  8. Select Options in the left sidebar to adjust the margins, layout style, and font size and color.
  9. When you add anything to the Notes section, it will only be viewable by you and will not show on your client-facing presentation.
  10. Click Preview in the left sidebar to review your presentation before sending it.
  11. Next is the Share tab. Each presentation generates a custom link that can be shared with clients. You can click to show the presentation in the WebExpress frame. Check the box if you want to allow commenting on the presentation. If you make edits to the presentation, the client will be able to see them immediately, without having to resend the link, unless you uncheck the auto-update box. You can also set the link to expire after a certain date. You can choose to email just the link, email the link with additional content, or simply copy the link to your clipboard.
  12. On the Export tab, you have additional options for publishing your presentation. You can print, email the presentation as an attachment, save the file, or post to a WebExpress Pro Presentation or Showroom. At the bottom of this page, you can check additional options for information to include in your presentation, such as supplier information, notes, and product pictures.
  13. When you click the Create button at the bottom of the screen, it will run through spell check, and send it out to the destination you selected.
  14. Under Distributor Report is where you can create a copy of the presentation for yourself that includes the cost, profit, supplier information, and any notes you may have added.
  15. The Feedback section displays an overview of any comments that have been added to the presentation by the client or yourself.
  16. Finally, the History tab automatically tracks any events, such as edits, saves, and opens that have occurred for this presentation.
  17. No matter which page of the presentation you are on, there are several buttons along to top that you can utilize at any time. You save this presentation as a template to be used later or duplicate the presentation. You can also create a variety of forms based on the information in the presentation. You can also add items, perform a spell check, sort you presentation dashboard, and access your setup options.
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Marketing Assistance


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I need a website

As a SAGE Total Access subscriber, a SAGE WebExpress website is included with your subscription for no extra cost. This is a simple, easy-to-use, and mobile-friendly website to establish your company’s web presence. You can make edits and customizations to your website on SAGEmember.com. You don’t need to know anything about web development to configure your site.

SAGE Website

SAGE WebExpress comes with the following pages: Home, About Us, Contact Us, Specials, Links, and Help. You can also change the names and content of any of these pages to suit your needs. You can use your own domain name or use a "slash address" with one of our six standard domain names (e.g., www.promoplace.com/mycompany). Click here to learn more about SAGE WebExpress.

To increase online sales, add SAGE PromoSearch to your WebExpress or custom site.

For more customization options, check out SAGE WebExpress Pro

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How can I add promotional products to my website so my customers can search?

Add SAGE PromoSearch® to your website for a complete product search solution with full e-commerce capabilities. PromoSearch gives your web visitors the ability to browse through all of the products in the SAGE database and even place an order on your website. You also have the option to limit the searching capabilities to specific product categories, your preferred suppliers, and more, so your website visitors will only be able to see the products and suppliers you allow. This is a turnkey solution that integrates seamlessly with your website and requires minimal configuring on your part. Click here to learn more about SAGE PromoSearch.

Add Promotional Products with PromoSearch
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I’m ready to take my website to the next level

If you’re looking for a website solution with maximum customizability, you can upgrade to a SAGE WebExpress Pro website. WebExpress Pro includes unlimited pages, a custom domain name, a testimonial page, about our staff page, more customization options than any other solution in the industry, the ability to post public or private sales presentations, and the ability to add an unlimited number of product showrooms to showcase products of your choice. Click here to learn more about SAGE WebExpress Pro.

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WebExpress Pro
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Where can I get custom catalogs?

We can provide you with custom product catalogs to give to clients and prospects. SAGE Inspire Catalogs are printed, digest-size catalogs stocked with top products. You can customize your catalog by adding your logo to any of our 20 unique cover designs, or you can create your own cover from scratch!

Custom Catalogs

Inspire catalogs are completely end-buyer-safe and are great as leave behinds after a meeting, a giveaway at your storefront, direct mail pieces, or included in the box when you ship a client’s order. They begin as low as 95 cents each and you can order as few as one. Plus, you’ll receive a complimentary virtual flip catalog with your first order, which you can email or add to your website to bring in even more sales. Better yet, when you order 100 catalogs or more, you’ll also receive a complimentary e-commerce store to generate more online sales. Click here to learn more about SAGE Inspire Catalogs.

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I need help with email marketing

You’re in luck – SAGE Email Campaigns is an easy-to-use email marketing solution that you can get started with today. Simply go to the Email Campaigns section of SAGE Online, select a template (or design your own), upload your logo and customize your message, drop in products from the SAGE database or import your own, select your contacts from CRM, and click send!

Email Marketing Templates

If you don’t have time to design your own emails, you can use our monthly predesigned emails that are already stocked with themed products. When a recipient clicks on any of the products, they’ll be taken to your website, where they can browse through all of your products and even make a purchase if you have e-commerce capabilities. After you send your emails, you can measure your success by viewing the statistics, which includes number of opens, clicks bounces, and unsubscribes. Click here to learn more about SAGE Email Campaigns.

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Can you help with artwork?

Absolutely. SAGE ArtworkZone offers professional-quality design and storage services at ultra-competitive rates to assist you with all of your artwork needs. Whether you need a new logo for your company or help creating an advertisement, ArtworkZone has got you covered. Find out more  >

Artwork
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