Adding Provider Offerings

This process assumes that you are adding a provider offering to a Unifyr One custom activity. The same steps apply if you are adding an offering to Unifyr One standard marketing activities - emails, website plugins, and multimedia. For information on creating custom activities, see Manage Custom Activities.

1. Navigate to Partner Marketing > Custom Activities.
2. Click on the required custom activity in the list, to open it for edit.
3. In the Offering area, click Add Offer if this is the first offering on the activity, or click Add Variation if there are already offerings on the activity.

4. In Add/Edit Offering, provide this information:

   Parameter	Type	Description
   Description	Text	A description of the offering. This is displayed to the partners in their partner portal. The offering description indicating the version of the asset is passed to Salesforce if you are using CRM or PRM.
   Request Quote	Check Box	[Optional] Set to On if the partner will request a quote from the provider for the service. This is usually used if the service doesn't have a fixed price.
   Offering Price (in $ or Pts)	Text	[Optional] The cost of the service (fixed price). You can leave this field blank if Request Quote is set to On, or you don't intend to charge your partners for the service. The field is shown in $ or Pts, depending on your setup and whether you have MDF Management enabled.
   Days to Complete	Text	[Optional] The number of days it will take the provider to carry out the service.
   Custom Reimbursement Rate	Dropdown	[Optional] How much of the cost you are prepared to reimburse to your partners. The rate you set here overrides any reimbursement rate set on the fund type (if you're using them). Typically, this rate is higher than the reimbursement rate set on the fund type.
   Fund Types	Toggle and Checkboxes	[Optional] The funds that will be used to pay for the service, if you're managing funds in Unifyr One. Leave All Fund Types selected if any Fund Type can be used, or if the partner will pay for the service themselves. Click Select Fund Types and choose Fund Types if you're limiting this offering to only be reimbursed out of specific Fund Types.
   Providers		The providers that can be chosen to execute this activity. All Providers - all active providers Selected Providers - select this option and choose specific providers from the list This setting also determines which providers will receive a quote request if the offering has Request Quote enabled. You must choose at least one provider for the service to be available for selection on Unifyr One Marketplace.
   Auto-expire attachments 30 days after order completion	Checkbox	[Optional] Whether attachments on an order for this offering should be automatically expired once the service has been delivered (order marked as Complete). This is useful if PII/sensitive information might be shared during delivery of the service. For example, a partner could send a provider a list of contacts (names, titles, addresses) to support an order for a direct mail activity. This will be attached to the order as a comment. Business needs or security protocols may demand that this is removed once it is no longer needed.
   Notify Email Address	Text	[Optional] Any additional email addresses that should receive notifications of orders and communications from partners. Use a comma to separate multiple addresses. The Contact Email for the provider will automatically receive these messages as a default.
   Terms of Use	Text	[Optional] Any supplier or provider terms for the offering or its delivery, for example Partners must upload a full list of attendees within 7 days of the event to receive reimbursement. You can also link to an external Terms of Use.

5. Click Apply to save the full-service offering.

   The offering will now display under Offering on the activity detail view. You can review the description, request quote status, price, days to completion, and notify email address for the offering.

   The offering will now appear to your partners if you provide them with the Marketplace page in their partner portal.

6. To make changes to the offering, click Edit. To remove it from the activity, click Delete. 
7. Repeat the steps to add further offerings of the activity as required, for example from different providers.
8. Click Publish to make the custom activity and its offerings available on the partner portal, and in the Unifyr One Marketplace if used.