In Unifyr One, Site Configuration is where you will define the site navigation, information architecture, branding, available translations, and the features that will be available to your partners, including details regarding contacting Support. You might also refer to this page as the sitemap for your partner portal.
Under Partner Portal > Site Configuration, you will see two types of view:
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Default Partner Views include the Logged In and Logged Out views that all partners will see by default.
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The Logged In page can be viewed by partners that have logged into the site. It typically has more pages associated with it in the navigation that enable partners to leverage the partner program features you offer.
Note: you can add visibility rules to pages to restrict certain areas to specific partners or Partner Groups (see sections below).
- The Logged Out page is seen by any visitors to your site URL, including partners that are not logged in or may not have registered. It typically includes a Login page, a Partner Registration page, an informational page about your partner program, and sometimes a Partner Locator for prospective customers to easily find partners.
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- Custom Partner Views can be built to present custom content or pages to users based on their Partner Group. If you build a Custom Partner View, that view will replace the default Logged In view for the specified partner(s) when logged into the partner portal.
When adding to/editing a Default Partner View or a Custom Partner View, you will have these options:
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Three main options to add/build content. You will likely use a combination of these:
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Feature Bundles - Groups of pre-built pages around certain features in the partner portal. These groups allow you to add pages around similar functionality to your site navigation in one click. Typically, Feature Bundles include first and second-level navigation. For example, the Campaigns Feature Bundle will include the My Campaigns, Browse Campaigns, Emails, and Browse Promoted Activities feature pages.
You do not need to build these. Simply drag and drop Feature Bundles into your desired Partner View.
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Feature Pages - Pre-built, individual pages around specific features available in the partner portal. For example, you can add the pre-built Browse Campaigns page anywhere in a Partner View.
You do not need to build these. Simply drag and drop Feature Pages into your desired Partner View.
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Custom Pages - Individual pages that can be custom crafted for the partner portal site, for example custom homepage or landing pages for certain sections of the portal. These pages have tremendous design flexibility and can be added to different Partner Views on the partner portal site. You can filter them so they're visible to select Partner Groups. These pages are to be used alongside Unifyr One's Feature Bundles and Pages.
You must build and activate your Custom Pages before adding them to a Partner view of the site. For more information, see Create/Edit a Custom Page.
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Language menu
Use this menu to select a language in which to build a translated version of the view navigation, and adjust page names into local languages.
To make translated navigation for a language available in the portal, there are two levels of setting:
- [Required] You define the list of languages the site supports in the site's Settings > Site Details page. See Branding and Configuring Languages for your Partner Portal below for more information.
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[Optional] You can restrict a custom site view to a subset of the supported languages.
If you don't restrict the view, it will be available for all languages defined in the Site Settings.
English is the default language for every portal.
This image shows an edit view for the Default Partner View named Logged In:
Before You Begin
- Prepare a clear plan for the use, purpose, and audiences of your Partner Portal sites.
Intended Audience
Channel Marketing Directors and Channel Operations Managers
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