Once you have received the Publisher platform login credentials, please go through the sections mentioned below to set up your profile,  create smallcases and go live as a Manager on the platform.


TABLE OF CONTENTS



  • Setting up your Publisher profile

After you receive the login credentials for the Publisher platform, you are required to setup your profile and fill in the mentioned fields. 


The video explains the steps to set up your profile on the platform.



  • Subscription Plan

On the Publisher platform, you have the option to select two different types of subscription plans for your smallcases.

  1. Flat-Fee
  2. AuM (Asset Under Management)



FLAT-FEE

AUM

Duration

1m, 3m, 6m, 1y

Monthly

Advance Fee/One time Fee

Not applicable

 Optional, can be added

Subscription Type (one time/auto)

One time or Auto

Auto only

Available Payment Methods

UPI, Debit Card or Net-banking for one time. e-Mandate for auto plans

 


E-Mandate

Subscription fee debit

Before the start of subscription cycle

- AuM fee: End of the subscription cycle

- Advance/One time Fee: start of the subscription cycle

GST

Added extra on the subscription fee (if applicable)

- Added extra on the advance/one time Fee (if applicable)

- Mentioned in the user holding report as an additional deduction


To read more about subscription plans, click here.


  • Payment Setup

Our platform offers integration with RazorPay and e-NACH for payments:

  • Razorpay supports one time flat-fee payments via UPI, Debit Card, and Net-banking.
  • The e-NACH facility via Digio will be integrated if you opt for AuM/Auto Renewal-based pricing plans for your subscribers.

To know more about payment setup, click here.


  • smallcase Naming Guidelines

While creating a smallcase, please be mindful of how you name your smallcase.

Refer to the smallcase Naming Guidelines document for quick help.


  • Creating smallcases

In the previous sections, you would have understood the different subscription plans and the guidelines to name your smallcase. 


Now, for creating a smallcase, refer to this video where we have explained in detail how you can create smallcases.


 

To understand more about creating smallcases, refer to this documentation.


  • smallcase State Management

After creating a smallcase, it is also important to know about the different states of a smallcase, them being published, hidden, blocked and played out. 


Click here to know more about smallcase State Management in detail.


  • smallcase Branding Guidelines

As a brand, smallcase has a very minimalistic style of imagery and illustrations. 

You are requested to follow these smallcase branding guidelines if you have planned for any media announcements/ digital ads about going live on the platform.