Note
Collateral programs currently support Library Content only. Co-brandable PDFs and Co-brandable Videos cannot be added to Collateral Programs at this time.
Collateral programs allow you to provide partners with sets of complementary content that they can use individually or in combination. They also help you manage your digital assets, for example by seasonal theme or product line.
Collateral programs are most strongly associated with the Enable stage of the partner journey when they need to efficiently communicate your marketing messages to customers. By delivering this content through collateral programs, you can ensure that your partners have everything they need available in one place when the time comes for them to communicate with prospects and customers. Content is standardized across all eligible partners.
One of the most powerful applications of collateral programs is to create sales playbooks that align with the customer journey. This allows partners to quickly access the different media resources and collateral that you produce and distribute them to prospects at the right time.
Intended Audience
Channel Sales Leader, Partner Marketing Director, Partner Channel Sales Director, or Partner Channel Account Manager.
Before You Begin
- Add Collateral Program pages or widgets to your partner portal site. These options are available:
- Add the Collateral Feature Bundle to your site navigation. This includes the Browse Collateral, Browse Programs, and My Collateral pages, where your partner can find, download, and use the content they need. For more information, see Feature Bundle: Collateral and Manage Site Configuration and Navigation.
- Add the Browse Programs feature page to the site navigation as a standalone page, to allow your partners to browse all the programs for which they are eligible.
- Add the Browse Campaign Dynamic Content widget to a Custom Page in your portal. This widget provides access to a single specified collateral program. For more information, see Add Dynamic Content.
- Add Collateral to the Collateral Library. Although you will be able to create your collateral programs without pre-existing collateral in the library, we recommend creating individual pieces of collateral and then creating the program or container for the content. For more information, see Add/Manage Content in the Collateral Library.
- Have content tags ready, of type Library Content:
- Categorize your Collateral Programs
- Categorize your Collateral assets for you and your partners, and can be used as the basis for rules that auto-populate a Collateral Program with Collateral assets.
Training
Learn more with our training course:
You will be prompted to log into your CustomerONE account to access the link.
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