Using Ad-Hoc / Single-Use Partner Groups

In certain areas of Unifyr One Admin, you can build temporary Partner Groups or target specific partners and/or partner user roles rather than building a permanent Partner Group. When using this functionality, the selected partners and/or partner user roles or the temporary partner group will only apply to the specific activity it has been created for, as well as any copies made of the activity.

The Use Case:

When making content available in the partner portal, creating a Partner Group to target a specific subset of partners can be an unnecessary overhead. For example, targeting an email to partners who have completed a specific action or when selecting the partners that a CAM user should be able to see. This can result in single-use partner groups that are then forever available in the Partner Group menus.

With the Ad-Hoc Partner Group functionality, you can define the partner selection rules on an ad-hoc basis as you are building the content.

Currently, you can use this functionality when managing:

• Custom Partner Views
• To-Partner Emails and Pop-Ups
• A CAM’s Partner Data Restrictions
• Content Types for Collateral
• User Achievements
• Onboarding Plans
• Partner Events
• Groups of eligible co-seller partners
• Co-Selling Locator

Follow the instructions below to learn how to use the Ad-Hoc Partner Group functionality.

Once you have accessed the Advanced Rules pop-up from the available areas of Unifyr One Admin listed above, use the tabs to create adhoc Partner Rules and/or User Rules. These rules will only apply to this activity and copies made of this activity. Use Matching Partners and Matching Users tabs to see which partners/users the rules will be able to access the filtered content.

1. When editing any of the items that accept adhoc partner rules, click the Advanced button to open the Advanced Rules popup.

   

2. Add and view information in these tabs:

   Field	Type	Description
   Partner Rules tab		Rules to describe the partners that belong to this temporary partner group. Click Update matches when you've applied rules, to generate the filtered list of matching partners.
   Object Type	Dropdown	Select the object type that will be examined for this rule: Selected Partners, Partner Fields, Partner Groups, Marketing Actions, Partner Profile, Training, Leads, Deals, Tiers. See the Add Partner Groups section of this article for more information.
   Object	Dropdown	Select the object that will be evaluated for the rule.  For example, if the object type is Training, the object can be Certification.
   Operator	Dropdown	Select the operator for the rule. For example, if the object type is Training and the object is Certification, the operator can be At Least (to specify that the partner must have completed a minimum of 1 certifications)
   Value	Dropdown	This is the value that must be currently applied to the selected object/condition if the rule is to be evaluated to TRUE.
   User Rules tab		Note: This tab is not available if you're creating Partner Data Restrictions for a CAM user. Rules to further filter the temporary partner group to an individual user level. For descriptions of the fields, see Partner Segmentation Rules above. Click Update matches when you've applied rules, to generate the filtered list of matching partners and users.
   +Add Rule	Link	Click on +Add Rule to add a new rule to a rule group, with the rules separated by an AND condition. All of the rules in a rule group must be true to trigger the rule.  For an example, see the Add Partner Groups section above.
   New Rule Group	Link	Click on New Rule Group to add a new rule group, with multiple groups separated by an OR condition. All of the rules in at least one group must be true to trigger the rule.   For an example, see the Add Partner Groups section above.
   Matching Partners tab		Lists the partner accounts that will have access to your activity based on the Partner Rules you have selected (view only).
   Matching Users tab		Lists the individual users that will have access to your activity based on the Partner Rules and User Rules you have selected (view only). The combination of partner and user rules defines the membership of the partner group. If there are no user rules, the group will include all users who are a member of the matched partners. If user rules have been defined, the group will only include those users from the matched partners who also match the user rules.

3. To apply the Ad-Hoc Partner Group to the activity, click Save. A summary of the rules is displayed for your reference.

   

4. To stop building the partner rules, click Cancel.

To remove a saved Ad-Hoc Partner Group from the activity, return to the Advanced Rules pop-up and click Clear.