To create a new custom activity:
- Navigate to Partner Marketing > Tactics > Custom Activities.
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Click Create Custom Activity.
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Provide this information:
Parameter Type Description Type Drop-down The type of marketing activity that this activity represents. Internal Name Text The name that will display in Unifyr One Admin (internal only). Display Name Text The name that will display for your partners in the partner portal.
The name will also display in Marketplace, if you're using it to provide a list of activities provided by approved agencies (providers). For more information, see About Marketplace.
Description Text A description of the activity and any top-level information the partner would need to know to select it. Effective Date Begin Date Selector The date from which partners can use the activity in the partner portal. Effective Date End Date Selector The date on which the activity expires in the partner portal. Is Promoted? Check Box Suppliers can promote activities to increase partner adoption. If the Is Promoted? option is enabled, the activity will appear at the top of the Browse Custom Activities page, in a Promoted window, in the partner portal.
Use the start and end date pickers to define the period for which the activity will be promoted.
Internal Notes Text [Optional] Information about the email that is only visible to you, as a supplier.
The note will not be visible in the partner portal.
Thumbnail File Upload A thumbnail image to help users visually differentiate between different activities.
We recommend 100x110px.
The maximum file size is 2MB.
- Select Next to create the custom activity.
The custom activity now appears in your Custom Activities list. You can add detail as required. For more information, see Reviewing, Editing, and Deleting Custom Activities.
Remember to publish the custom activity to make it available to your partners. For more information, see Publishing and Unpublishing Custom Activities.
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