Connect potential buyers with partners through Unifyr One's flexible find-a-partner service. By adding it to the Logged Out view of your Partner Portal or on your public website (recommended), potential buyers can search for a partner seller by geography, partner tier, or other criteria, when they are researching products. Results are displayed according to relevance, based on partners' public profiles. Once the potential buyer submits information, the Partner Locator generates emails directly to the partner or creates Leads, via Unifyr One, providing value to the partner and traceability.
A Partner Locator displays a certain set of partners, defined by a Partner Group, and gives access to information such as their name, address, contact details, and the products/services they offer. A partner's entry can include a contact form, a link to their marketplace, and custom information such as case studies. The address/location information is taken from specified fields from the partner's Company Profile.
This is a summary of the process to add a Locator:
- Create a Partner Locator.
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Add the Partner Locator to the Partner Portal, your website, or both. This is an example of a Partner Locator on a Partner Portal:
To add a locator to the Partner Portal:
- Create a custom page with a Dynamic Content widget.
- Add the active custom page to the Partner Portal.
- Ensure that partner administrators keep their profile updated in the Settings > Company Profile area of the Partner Portal.
To embed a locator in a website:
- Copy the JavaScript code from the Locator Settings page.
- Paste the code onto the web page.
Before You Begin
The Partner Locators feature may require configuration by your Unifyr One team.
Intended Audience: Channel Sales Director, Channel Marketing Directors, & Channel Operations
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