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Need Help?

If you can’t find an answer to your question on this page, please call 1-800-ESOURCE (1-800-376-8723) Monday through Friday, 9:00 a.m. to 5:00 p.m. MT or e-mail us. We will be happy to help you.

Finding Content

How do I get the best search results?
You can explore our library of research using the search box that’s located at the top right corner of every page on esource.com. Enter any search criteria you like in that box, and either press Enter or click the Search (magnifying glass) button. To limit results to a specific phrase, put “quotation marks” around your search entry. On the search results page, you can change or refine your search criteria:

  • Click to sort the results by date rather than relevance to pull the most recent results matching your search criteria to the top of the list
  • Add more words or change the words in the search box and click the Search button or press Enter
  • Check the box to show only the content you have access to
  • Choose a topic from the list of filters (for example, are you interested in results about a technology or about marketing programs?)
  • Choose an E Source content type (for example, are you looking for an event or for some of our research?) from the list of filters

If you don’t find what you’re looking for, we can help—contact us and we’ll see what we can find.

Where’s the latest stuff?
Once you’ve created an account on our website, go to your Member Portal. (When you’re logged in, you’ll find that link under My E Source in the top right corner of the home page.) The portal shows the most recent publications from the services you subscribe to, broken into two categories: Research (our reports and analysis) and News (our newsletters and blog posts). Each box lists the five most recent publications in that category, and the “View All” links at the bottom of each box will search the site for all results in that category. You’ll see other boxes with links to the studies, tools, and events you have access to, as well as links to content you’ve saved and your recently viewed content.

Why can’t I get to the content I want to see?
Content you don’t have access to is marked with a lock icon wherever it’s referenced on esource.com. The lock indicates either that you are not logged in or that you don’t subscribe to the service that content has been released to. If you see a lock on something you think you should have access to, please contact us.

Finding and Registering for Events

Where can I find out about scheduled meetings, web conferences, and leader calls?
On the home page, look for and click on Events in the green bar at the top of the page. In the dropdown, you’ll see tabs for In Person and Virtual events (which includes our web conferences and leader group calls). To know which events you’re eligible to attend, please log in. A padlock after the event title indicates that it is not available to you. Whether you’re eligible or not, if you click on the title of the event, conference, or call, you’ll see more information on that event.

How do I register for meetings, web conferences, and leader calls?
If you’re logged in and you’re eligible to attend a given event, once you click on the event title, you’ll find either a link or e-mail and telephone numbers for registering on the event information page.

Ask E Source

How do I submit an inquiry to Ask E Source?
If you’re an E Source member and you’re logged in, an Ask E Source box will appear on the right-hand side of most pages, and also on the home page. In both locations, the Submit an inquiry link opens a form through which you can send us your question.

My Account

Why should I create an account?
Creating an account on esource.com will get you access to your Member Portal, from which you can subscribe to our newsletters, set up RSS and e-mail alerts, and save your favorite reports. If your company is an E Source service subscriber, entering your company’s access code will attach your individual account to the subscriber account, getting you all of the reports, newsletters, and events released by the services your company subscribes to.

How do I create an account?
Click the “Create an account” link in the top right corner of the page or click the “Create account” link next to the login fields at the bottom of the page. Fill out the fields on the Create account tab of the My Account page. If your company is an E Source member and you have the company access code, you can enter it when you create an account or you can add it to your account profile later.

What’s a company access code?
Each E Source member company is assigned a unique code. When you add it to your account, it connects your login information to your company’s subscription, granting you access to all the materials your company subscribes to. You can enter this code when creating an account or enter it later on the My Account page. If you think your company is an E Source member but you don’t have your company access code, please contact us and we’ll be happy to help you.

Where do I find my account information?
When you’re logged into esource.com, you’ll see the My E Source button at the top right of most pages. From the My E Source dropdown menu, click My Account to view and change your login information (your username, e-mail address, password, and security question) and your profile information (your name, title, address, and company information). You can also enter a company access code on this page if you didn’t have it when you originally created your account.

Do I have to log in every time?
If you have cookies enabled, you will stay logged in until you choose to log out. If you do log out, you can choose to have the site remember your login information: Beneath the login fields, wherever they appear, there is a check box labeled “Remember me.” Enter your login information—username or e-mail address and password—then check the box. Again, you will need to have cookies enabled for the site to remember your information.

What if I forget my login information?
Click the Problems logging in? link (underneath the login fields at the bottom of the home page and on a tab on the My Account page). Enter your username (which is, by default, the e-mail address you used to create your profile, unless you changed it) and click the Next button. Answer the security question you set when you created your account, and we’ll e-mail a temporary login link to the e-mail address in your profile. Once you’re temporarily logged in, click the My account link under My E Source to change your password; you can also change your security question on this page. If you’ve forgotten your username or you haven’t set a security question, please contact customer service for assistance.

Member Portal

What is the Member Portal?
Once you have an account and are logged in, the link to your Member Portal will be available in the My E Source dropdown in the top right corner of most of the pages on esource.com. The portal is an all-in-one access point for everything you subscribe to. You can set up RSS and e-mail alerts, save your favorite reports, sign up for newsletters, register for events, and more. All of your news and research is listed here, and the content is automatically updated when something new is published.

Can I customize what I see on my Member Portal?
You can! Each of the blocks on your Member Portal can be moved anywhere on the page, so you can make the content you reference most available where it makes sense to you. You can also close those blocks that you don’t use, to make them less visible on the page.

To move a block, hover over the gray bar across its top—your cursor will change to a four-pointed star. Click and drag the box to its new location.

To close (or collapse) a block, click the minus symbol at the top right corner of the block header. The block contents will be hidden, and the minus symbol will be replaced with a plus. To reopen (or expand) the block, click the plus.

How do I get to my service landing pages?
Log in and go to your Member Portal. All of the services you subscribe to are listed there. If you don’t see a service you think you should, please contact us. Clicking the service name in the Services box will take you to that service’s landing page, where you can see the most recent research that service has released. Remember that, with very few exceptions, all of the content from the services you subscribe to will be listed in the Research and News boxes on your Member Portal.

Where do I find the content I subscribe to?
All of the content you subscribe to is available from your Member Portal. This includes reports, newsletters, and studies. The Research and News boxes show the five most recent pieces of content we’ve released to the services your company subscribes to. To see all of your content in any of those areas, click the “View all” link at the bottom of one of those boxes.

The studies that your company has purchased access to will appear in the Studies box of your Member Portal. Studies include individual improvement reports (such as website and account management assessments), market research studies, and benchmark studies. The Studies box shows up to five entries; to see all of the studies your company has purchased, click the “Show All” link at the bottom of the box. Likewise, the tools you subscribe to will be available from the Tools box.

If you don’t see research, a newsletter, a study, or tools you think should be there, please contact us.

Can I save content I want to go back to?
You can! If you find a report that you want to come back to, whether because you haven’t yet had time to read it or because you want to keep it handy for future reference, click the Save star at the top of the report page. (You can also save reports in the Search page by clicking the star at the right side of the search result.) Your saved reports will be listed in the Saved box on your Member Portal. It’s just as easy to delete the links to things you no longer need—just click the star in the Saved box or on the report page. You may have to refresh your Member Portal to see the changes you made.

How do I sign up for newsletters?
When you subscribe to an E Source newsletter, it will be sent to the e-mail address in your account profile. The newsletters you subscribe to are listed in the Newsletters box on your Member Portal. To add a newsletter or unsubscribe to one, click the “Manage” link at the top of the Newsletters box; it takes you to a list of the newsletters E Source produces. Check (or uncheck) the boxes for the newsletters you would like to subscribe (or unsubscribe) to, then click “Save Subscriptions.” When you reload your Member Portal, the newsletters you chose will appear in the Newsletters box.

What’s an RSS feed?
RSS (Really Simple Syndication) is a format for delivering regularly changing web content as new updates become available. RSS content is delivered as feeds that can be displayed with any popular news reader. Want to learn more? Read the Wikipedia article on RSS.

How do I create a new E Source RSS or e-mail alert?
Log in, go to your Member Portal, and look for the Alerts box. You’ll see two options inside the box: custom alerts and stock alerts.

Custom alerts can include all E Source content, regardless of whether you have permission to access it. You can create a custom alert for whatever topical content you’re interested in. Start by clicking the +Add link next to Customer Alerts. On the Add Alert web page, give your alert a unique name, specify how you want it delivered (as an RSS or e-mail alert), and how often you want to receive that alert. If you only want to see content you have access to, click the box for that option above the topics list. Then select the topics you’d like included in your alert—click the plus symbol next to any topical category to open it and refine your choices by clicking the relevant topic checkboxes. When you’ve chosen everything you wish to include, click the Save button. A link to each of the custom alerts you set up will appear in the Alerts box on your Member Portal.

Stock alerts are collections of our publications grouped by permission—only the content you can access will appear on the stock alert list. Start by clicking the +Add link next to Stock Alerts. On the Add alert web page, click to select either the RSS or E-mail option for your stock alert. For e-mail alerts, you’ll be prompted to indicate how often you want to receive the alert. Click the Save button and you’ll be done signing up for that stock alert. Click the link in the green notification box that will appear at the top of the page after you save to immediately view your RSS feed and indicate how you wish to subscribe to that feed. A link to each of the stock alerts you set up will appear in the Alerts box on your Member Portal.

In the Alerts box, you’ll see icons next to each alert that will enable you to edit or delete your individual alerts.

Where do I read my E Source RSS feeds?
You can click on the name of your feeds in the Alerts box on your Member Portal to view those feeds. You can also pull E Source feeds into your preferred RSS reader.

Preferred System Setup

For the best online experience, our site as well as our web-based tools have been optimized and tested for the following computer configurations:

Browsers

  • For Microsoft Windows XP, 7, and 8, our site is optimized for Microsoft Internet Explorer 8 and 9, for Mozilla Firefox 23 or higher, and for Google Chrome 28 or higher. NOTE: If you are using Internet Explorer 10 or 11, our site works best in its compatibility mode. You can find out how to utilize that feature in this Microsoft support article.
  • For Apple Mac OS X, our site is best viewed in Apple Safari 5 or higher and in Mozilla Firefox 23 or higher.

Mobile devices. Although you can view our site and web-based tools on most mobile devices, our delivery isn’t yet fully optimized for these devices. We’ll continue to work on mobile usability for our site and web-based tools.

JavaScript. To enhance your experience, our site has functionality that utilizes JavaScript. If you do not have JavaScript enabled, your viewing experience will be limited.

Cookies. Cookies are text files that our site saves to your computer’s browser; they contain information that enables the site to track your navigation and save your login information. We recommended that you allow our site to save cookies for your browsing benefit.

Pop-up blocking. You might have pop-up blocking software or tools enabled on your browser. Some of the content pages on our site will need to open in new browser windows or tabs, so we recommend that you set your pop-up blocking tool to allow our site to open new windows or tabs.