Adding/Editing Details and Personalization Options for a Co-brandable PDF

Once a co-brandable Print Media (PDF) asset has been added to Unifyr One, you can customize it with filters, fields, and images. Editing allows you to add and map the fields in the PDF to data items in Unifyr One. To review or customize the details of a co-brandable PDF, follow these steps.

1. Navigate to Partner Marketing > Multimedia.
2. Click the name of the co-brandable PDF you want to customize, to open it for edit.
3. Click Edit Details. In this view, you can review or edit the following:

 Description

Information about the asset for your partners.

 Effective Dates

Specify the Effective Date Begin and Effective Date End. This specifies the date range for which the activity will be available to partners for activation in the partner portal.

 Is Promoted?

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 Collateral 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

Information about the activity that is only visible to you in Unifyr One Admin, as a supplier.

 Partner Filters

Click Edit to apply Partner Filters and define who has access to this content. It can be used for regions, products, partners, etc.. Click the links and choose the Partner Groups and/or fields to select how you want to limit the content. 

For information on using partner filters, see Add Partner Filters.

Fields

This is the list of fields that will be presented in the PDF for your partners to complete. The list details the fields, and the type of information each one contains (Embedded Image, Simple Text, or Url). Depending on your setup, the list may be complete or you may need to set up the list yourself. 

• Click New if you need to add a field.
• Click edit next to a field that's already listed, to update it.
• Click remove next to a field that's already listed, if it's not to be included in the PDF.
• Use a field's Control property to specify the type of content it contains.
• The field names listed for the PDF must match the field names in the original template.
• Order fields chronologically in the order they appear in the document.
• Mark the fields Available for personalization so that partners can personalize the content in the Partner Portal.
• Mark a field with Other personalization if you want to be able to test what it will look like with a test value during preview, before publishing the PDF to the portal.

Thumbnail

Upload the PDF thumbnail that you created previously. We recommend 100x110px. The file size limit is 2MB.

1. You can also select tags to categorize the PDF, to make it easier for your partners to find.

   This example shows that the PDF contains 3 fields - Partner Logo (Embedded Image type), Partner Name (Simple Text type), and URL (Url type). It will be available for partners between January and November, and is available to all ZA partners.

   

2. Click Save.

To preview the document, click Preview. You can also preview the document using Edit Content. In this case, if fields have Other Personalization set, they are presented in an Other Personalization section on the preview, where you can add test values.