Overview
The Unifyr One Portal is the website your partners use to connect with your channel program. The Unifyr One Portal presents all of your to-partner and through-partner content as a normal web page. The data on the portal sites are encrypted in transit. A valid authenticated user session is required to access any logged-in pages or data. All elements of the Partner Portal are mobile-responsive out-of-the-box. With appropriate styling, the Partner Portal will match the screen size, platform, and orientation.
In Unifyr One, the Portal Builder tools allow users to refresh and update the partner portal in minutes in response to a business need. Users can quickly and easily build and modify page layout, color schemes, menus, content, and styling to build and modify the site. Additionally, content is fully editable and may be entered as text or HTML.
Unifyr One allows you to control the organization of pages in your Unifyr One Portal. Each site has its own logged-in and logged-out homepages. You can add any number of pages and specify how they will be arranged. Custom Views are evaluated sequentially and any user who does not meet the conditions for any of the custom views will be shown the default site view. Pages added to the logged-in section will require the user to authenticate before viewing. There is only one logged-out homepage, which is common to all users, as there is no way to differentiate between users if they have not yet authenticated.
Logged out homepage example.
Logged in homepage example.
Each Site can have a distinct URL. You can set up a Custom Domain to customize the web address of the site.
To maintain partner engagement, you should regularly update the content of your portal and communicate it to users with the Messaging Partners tools.
On the portal, you can create Views and Custom Pages. Views allow you to customize the portal to meet the individual needs of your partners. Using Partner Groups and Partner Tiers, you might create Views for different regions, tiers, or learning paths. Create Custom Pages to add to your Views using the embedded editor in order to deliver unique content and information.
Every portal starts with default Logged In and Logged Out views for users. To ensure maximum flexibility, Unifyr One allows you to embed dynamic content on custom pages. Dynamic content is anything that is generated on request. For example, if you select the collateral search option, users will be shown the currently published content that they have been granted access to. The displayed items will reflect both the user's permissions and the current status of the collateral items. Any items that have expired or are otherwise inactive will not be included in the search results.
Articles in this section describe how to manage your site, organize pages to facilitate navigation, and create or edit pages.
Before You Begin
The specific options available to you will reflect your organization's project agreement with us.
Note
This documentation and associated training resources reflect the standard feature names and navigation and complete product feature capabilities. Your experience may be substantially different.
Contents
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Feature Pages and Feature Bundles
Feature Pages are pre-configured Partner Portal pages that are designed to present Channel offerings according to best practice. You add these pages to Portal Views through the same simple drag-and-drop mechanism as you use for custom pages. You can modify the name but not the contents of feature pages. They are designed to inherit your site styling.
Feature Bundles are sets of two or more related feature pages that you can add to your Portal. Again, they are added with the same drag-and-drop mechanism as single pages. The Bundle name will appear as a top-level menu item on the site, and other pages will appear in the submenu bar. You can edit the name and feature page order for a bundle each time you add it to a site or view.
Here is a list of all the Feature Bundles and a link to each specific bundle.
- Manage Site Configuration and Navigation
- View Detail: Feature Bundle: Campaigns
- View Detail Feature Bundle: Collateral
- View Detail Feature Bundle: Contacts
- View Detail Feature Bundle: Leads
- View Detail Feature Bundle: Marketplace
- View Detail Feature Bundle: Social Media
- View Detail Feature Bundle: Training
- View Detail Feature Bundle: Web Plugins
Understanding the Differences Between Views and Sites
Unifyr One supports several mechanisms for delivering different content to specific partners.
Sites have a unique URL and are independently managed from other sites. Views are versions of a single site with a single URL. Each user will see only the version of the content that you specify for them. If no Custom Partner Views are defined for a specific User Group, members will be shown the Default Partner View.
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