Once you've created a campaign you can add tactics to it. Tactics are marketing activities, including emails, website plugins, social media posts, multimedia, library resources, collateral program documents, workflows, or custom activities. Depending on the context, you may want to add multiple tactics and content types to a campaign. You can also include only a single tactic or content type in your campaign if this is what works best for you. Unifyr One is a flexible platform that meets any channel marketing needs.
Custom activities are marketing activities that are typically performed by an external provider. Custom activities can include marketing tactics like merchandising, direct mail, telemarketing, search engine optimization, event setup and management, or other services that are executed outside the partner portal. Use custom activities to manage and track these tactics in your campaigns.
You can add offerings to your custom activities so your partners can purchase services or get quotes from your approved external providers, which will help them use your marketing materials. For more information about creating and adding provider offerings to a custom activity, see Manage Provider Offerings.
Provider offerings can also be made available with a Marketplace. For more information about Marketplace, see About Marketplace. Using custom activities allows your partners to use MDF dollars on these external tactics, if you have MDF enabled on your system.
Intended Audience
Channel Marketing Leader, Channel Sales Leader, Partner Marketing Director, Partner Channel Sales Director, or Partner Channel Account Manager.
Before You Begin
- Marketing activities like custom activities work best if you have already created a campaign and a contact list. For more on creating campaigns and adding content to campaigns, see Manage Campaigns.
- If you're including provider offerings for an activity, ensure that your providers are recorded in Unifyr One. For more information, see the articles in the Providers section of the academy.
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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