Creating a Partner Locator

Locators are managed in Partner Portal > Locators. You can have multiple locators with different configurations.

1. Navigate to Partner Portal > Locators.
2. Click Create Locator.

3. Complete this information as required:

   Field Name	Description
   Name	The internal name for the locator.
   Type	The type of locator: choose Partner.
   Partner Groups	[Optional] The Partner Groups that define the subset of partners that are eligible for the Locator. Click the field then select a group or groups from the drop down list. You can enter the group name in the Search field to filter the list. If multiple partner groups are selected, the locator will show partners from all of them.  For information about managing Partner Groups, see About Partner Groups
   Partner Name Display Field	[Optional] The name that each partner's card and map entry should display in the Locator. You can choose one of these: Internal Name Partner Display Name Any of your custom Partner fields (of type Text) If you select a field here, and a partner's profile doesn't include a value for it, that partner's entry in the Locator will show the default partner name set in the partner account.
   Required Partner Details	[Optional] The information that a partner must have completed in their Locator Profile to ensure they appear in the Locator. Select one or more of the properties to make them required. Logo Locator Profile Website URL Social Media URL - the partner can add one or more of Facebook,  X (Twitter) and LinkedIn Marketplace URL If a property is required, and a partner's profile doesn't include a value for it, that partner will not be listed in your Partner Locator, even if they match on Partner Group. As soon as they add the value, they will be dynamically added to the Locator. Leave all options unchecked to accept all matching partners into the locator.
   Partner Tier program	[Optional] The Tier Program about which to display information in a partner's Locator entry. If a Tier Program is selected, and a partner in the Locator is participating in that program, their current tier in the program will be displayed on their locator card. Click the field then select a program from the drop down list. You can enter the program name in the Search field to filter the list. For information about managing Tier Programs, see About Partner Tiers and Tier Programs.
   Filters	[Optional] The filters that will be displayed in the Locator to help prospective buyers tailor their search for relevant partners. Country is always included. You can select any of your custom Partner fields to be used as additional filters. For more information about managing custom Partner fields, see Custom Fields. Filtering on the Partner Locator references the information the partner has entered for the selected fields in Settings > Company Profile. What they have access to can depend on the fields you've provided in the Company Profile Portal form (see Forms & Fields > Partner > Forms in Unifyr One Admin). You as the supplier can also manage this information in Unifyr One Admin in Partner Management > Partner Explorer > partner > Partner Details View > Profile. Click Filters then select a field from the drop down list. You can enter the field name in the Search field to filter the list. The selected fields will be displayed in the Locator in the order in which they're listed here. Change the order by dragging and dropping the fields in the list.  If a field of Multiselect or Checkbox appears in the Locator, users can select multiple values on the filter. A partner will be returned as a result if they match ALL the values selected in the filter.
   Filter Position	The position at which the search and filter options should appear. Top (default) - at the top of the Locator Left - in the left sidebar
   Fields on Card	[Optional] The information that will appear in each partner's Locator Card (their entry on the Locator homepage). You can choose any of your custom Partner fields to display here, plus the partner's Locator Profile description. The card references the information the partner has entered for these fields in Settings > Company Profile. What they have access to can depend on the fields you've provided in the Company Profile Portal form (see Forms & Fields > Partner > Forms in Unifyr One Admin). You as the supplier can also manage this information in Unifyr One Admin in these areas: Partner Management > Partner Explorer > partner > Partner Details View > Profile Partner Management > Partner Explorer > partner > Partner Details View > Locator Profile (the description is used) Click Fields on Card then select a field from the drop down list. You can enter the field name in the Search field to filter the list. The selected fields will be displayed in the Locator Card in the order in which they're listed here. Change the order by dragging and dropping the fields in the list.
   Additional Fields on Details	[Optional] The information that will appear in each partner's details page, accessed when a prospective buyer clicks on their card in the Locator. You can choose any of your custom Partner fields to display here. The card references the information the partner has entered for these fields in Settings > Company Profile. What they have access to can depend on the fields you've provided in the Company Profile Portal form (see Forms & Fields > Partner > Forms in Unifyr One Admin). You as the supplier can also manage this information in Unifyr One Admin in Partner Management > Partner Explorer > partner > Partner Details View > Profile. Click Additional Fields on Details then select a field from the drop down list. You can enter the field name in the Search field to filter the list.
   Card Style	The layout of information in the cards in the locator. Choose one of these options: Standard (default) - details shown side by side in a 2 column layout Single column - all pieces of information and action buttons are stacked vertically. The card also includes a link to the partner details. Note: Social Media and Website links aren't captured in this layout.
   Marketplace Button Text	[Optional] The label for the Marketplace button in the partner's card, if the option is enabled (see Marketplace below). The default label is Buy Now.
   Additional Features	Select any of these additional options for the Locator:
   Map View	Whether to display the partners on a map as well as giving a list of their cards. This view is recommended as it give users more context and visibility when searching for partners. When this is enabled, a Google Maps view is added to the Locator. The partner’s address is geocoded onto the map. For more information about geocoding, see the Geocoding section of this article. For more information about the map, see the Sorting and Filtering in the Partner Locator section of this article.
   Partner Contact	Whether to display a Contact button in each partners' Locator entry. Clicking the button presents the contact form, which the prospect can complete. The information from the form is sent to the partner as a lead of type Locator.
   Marketplace	Whether to display a button linking to the partner's Marketplace in each partner's Locator entry. The default label for the button is Buy Now. You can customize the label in the Marketplace Button Text field.  The button links to the URL provided by the partner in the Marketplace URL field in Settings > Company Profile.
   Profiles	Whether to give users the option to view additional information about the partner by clicking on their entry.
   Custom Objects	Whether to include information from a Custom Object (custom information type) in the Locator. If you enable this option, you can choose the Custom Object to use, and select the columns (fields) from that object to display.

4. Click Save.