Adding Collateral to the Partner Portal

If you have published collateral assets ready, add the Browse Collateral feature page to your site navigation to make them available to your selected partners.

There are other options for displaying collateral in the partner portal:

  • The Browse Collateral page is also included in the Collateral feature bundle - add that to the portal navigation to include Browse Collateral, My Collateral and Browse Programs pages in a single menu.
  • You can also add a collateral browser to a custom page - use a Collateral Search dynamic content widget and select the type of content and tags you want to use. for more information,. see Add Dynamic Content.
  1. Navigate to Partner Portal > Site Configuration.
  2. Click the Partner View where you’d like to add collateral pages.
  3. On the left-hand sidebar, under Feature Pages, find Browse Collateral.
  4. Drag and drop Browse Collateral onto your site tree.

    [Optional] You can use the arrows to change the navigation depth, and edit the Page Details to rename the page and control the visibility of this page to specific Partner Groups.

  5. [Enterprise subscriptions only] Use the Show Content From field to select which content to display in the page:

    • Collateral Library - from the Content Type drop down list, choose the type of library content you want to make available in the page
    • Customizable Multimedia

    Select the tags that classify the assets you want to add.

    We recommend that your site has separate pages for library and multimedia (customizable) content, to simplify the partner experience.

    [Engage subscriptions] We provide the individual pages Browse Collateral for library content, and Customizable Collateral for multimedia assets.

  6. Click Save and Close.

This is an example of what a Browse Collateral page can look like in the partner portal. 

portal_browse_collateral.png

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