As a supplier, you can collaborate with external providers to provide marketing services to partners through their Unifyr One partner portal. You can create provider accounts to connect these providers with your partners. Each provider may have different offerings they make available to partners. These offerings may be services such as website development, event setup and management, document production, or a range of other marketing activities. You can provide your partners with access to these providers by adding a provider offering to your campaigns and marketing activities for each provider that can supply the service. A partner will see a notification that a provider will be carrying out the service when they access the activity to include in a campaign:
You can also use the Providers page or the Unifyr One Marketplace to provide a list of providers and their services to your partners, so they can get quotes and engage with them directly.
Note: Contact your Unifyr One team to have Agency Marketplace enabled for your system. The Providers page (either standalone or as part of the Marketplace bundle) won't show any offerings if this is disabled.
An offering is configured in Unifyr One as a variation of a marketing activity, linked to the provider who will supply the service. For example, an activity of SEO consultation, with offerings from three providers who can supply that service. Provider offerings are most commonly applied to custom activities, since a provider's service is generally one not supported in Unifyr One as standard. However, they can be added to any of the marketing activities that Unifyr One offers, such as sending emails or setting up website plugins, if external providers will be handling these on behalf of your partners.
Intended Audience
Channel Marketing Leader, Channel Sales Leader, Partner Marketing Director, Partner Channel Sales Director, or Partner Channel Account Manager.
Before You Begin
Before you add a provider offering, we recommend creating and personalizing a campaign and populating it with the required marketing activities and a contact list.
You should also add provider accounts so you can link a provider with each offering.
For more information, see:
External providers offer some marketing activities that Unifyr One does not provide, such as event setup and management or telemarketing. You can still manage and track these activities in your Unifyr One campaigns by using custom activities. Providers' offerings are most effective when applied to these custom activities. For information on how to set up custom activities, see Manage Custom Activities.
Training
Learn more with our training courses:
You will be prompted to log into your CustomerONE account to access the links.
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