Provider Locators Overview

Overview

Partners need a simple way to find available agencies and purchase services. In Unifyr One, agencies are referred to as Providers.

With Unifyr One’s Provider Locator, you can help partners connect with providers through our flexible find-a-Provider-service. If a locator is available in the logged in pages of the Unifyr One partner portal, partners can search for a provider by geography, partner tier, or another criterion. Results are displayed according to relevance, based on Providers' profiles. Once the partner submits information, the Provider Locator generates notification emails directly to the Provider users set to receive default lead notifications, via Unifyr One, simplifying the process for partners to leverage services from Providers.

This is a summary of the process to add a Locator:

1. Create a Provider Locator

2. Add the Provider Locator to the partner portal. This is an example of a Provider Locator on a partner portal:

   

To add a Provider Locator to your partner portal:

1. Create a custom page with a Dynamic Content widget.
2. Add the active custom page to the Partner Portal. 
3. Ensure that partner administrators keep their profile updated in the Settings > Company Profile area of the Partner Portal.

Before You Begin

This feature may require configuration by your Unifyr One team prior to use.

Intended Audience: Channel Sales Director, Channel Marketing Directors, & Channel Operations

Training

Related Topics

• Manage Individual Provider Details