1. Unifyr Admin Academy
  2. Partner Marketing
  3. Tactics
  4. Website Plugins

Manage Website Plugins

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Overview

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.

Website plugins (sometimes referred to as panels or showcases) allow you to automatically and easily display supplier-provided content on your website.

Plug-ins often take the form of website banners, landing pages or micro-sites, but can also be complete multi-page product showcases. For example:

  • Include a microsite in a campaign to provide one landing page for all the emails in the campaign
  • Add a banner widget to a website to embed a time sensitive message, for example advertising an event or a product launch.

Plugin content might include rotating offers, videos, lead capture forms, product showcases, and downloads such as white papers and case studies. With a web plugin, syndicated content adjusts automatically based on data about current website visitors. This dynamic content syndication allows you to target the interests of website visitors to deliver the most relevant content to the user. Delivering the right content at the right time greatly increases website visitor conversion rates.

Unifyr One automates partner personalization steps in the portal and provides partners with embed codes or standalone links so they can start promoting your products and services right away. 

This feature may need to be enabled on your system - submit a request to your Unifyr One team if you're interested in using it.

Intended Audience

Channel Marketing Leader, Channel Sales Leader, Partner Marketing Director, Partner Channel Sales Director, or Partner Channel Account Manager.

Before You Begin

  • Unifyr One administrator access is required to activate website plugins and provide them to partners.
  • Work with our Implementation / Services team to set up your plugin templates and load them into your instance of Unifyr One. A preview of some commonly used templates can be found on our CustomerONE site - go to Resources > Customer Templates > Microsite Templates. You'll need your CustomerONE account credentials to access the template previews.
  • Work with our Implementation / Services to set up the tags with which to categorize your plugins and other marketing activities - tags of type Marketing Activities. For more information, see About Tags and Taxonomy and Tag Management.
  • Marketing activities such as website plugins work best if you have already created a campaign and a contact list. For more on creating and adding content to campaigns, see Create and Manage Campaigns.

Contents

Click on the + to expand the instructions for the desired task.

How to Create Website Plugins

To create new website plugins, follow these steps:

  1. Navigate to Partner Marketing > Website Plugins.
  2. Click Create Website Plugin.

  3. Provide the following information:

    Parameter  Type  Description 
    Template Dropdown

    Select the template from which to create the plugin.

    The list displays the templates that are available in your account - if you can't see a template that you need, submit a request to your Unifyr One team.
    Name  Text Enter the internal name that will display in Unifyr One Admin.
    Display Name Rich Text Enter the name that will display for your partners in the Unifyr One partner portal.
    Description  Text Add a brief summary of the plugin.
    Effective Date Begin Date Selector Confirm the start date of the period in which partners can activate the activity in the Unifyr One partner portal.
    Effective Date End Date Selector Confirm the end date of the activation period.
    Is Promoted? Checkbox

    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 Website Plugins page, in a Promoted window, in the Unifyr One partner portal.

    Use the start and end date pickers to define the period for which the activity will be promoted.
    Stand-Alone Support Checkbox

    Specify whether to include a URL to the website plugin for the partner.

    They can copy the URL (named Standalone URL) when they're personalizing/publishing the plugin.
    Internal Notes Text

    [Optional] Capture information about the activity that is only visible to you, as a supplier.

    The note will not be visible in the partner portal.
    Thumbnail File Upload Upload the thumbnail for the plugin. We recommend 100x110px. The maximum file size is 2MB.
    Tags Multi-select Choose the tags (of type Marketing Activities) that classify the plugin.
  4. Click Next. You are taken to the configuration window, where you add your configuration to each area of the plugin (for example landing page, asset page, and contact confirmation), defined in a series of steps. The areas you need to configure depend on the template you selected when creating the plugin.

  5. Use the View step menu to select and access each area of the plugin and configure it to your preferences. You can use these features for each step:

    • Use the View as partner dropdown to view the area, either as your test partner account or without personalization.
    • Use the preview area in the centre of the window to make changes to editable fields in the plugin page (anything highlighted in blue or displaying a pencil icon), such as uploading images, adding text, or changing button labels. The display changes to preview the changes you've made.
    • Click Show advanced display options to preview the addition/removal of basic settings and features (Admin users). Note: this does not change the configuration of the template. Partners can still personalize all available template fields.
    • Carry out branding and other configuration tasks in Other Personalization, such as setting the language, section layout, colors, and images, adding links to assets, and including contact fields. The fields available here depend on the template you selected for the plugin.

    Note

    Do not copy and paste content from another program, e.g. Microsoft Word. Hidden styling in copied content can cause issues with Unifyr One functionality. We recommend creating the content directly in Unifyr One Admin.

  6. Click Next/Previous to move through and edit the areas in the plugin sequentially. Click Save to save your changes as you go.
  7. Click Done when you've finished configuring all the areas of the plugin. You are taken to the details view of the plugin. You can now review, edit and/or publish the plugin. If you want to restrict the availability of the plugin to certain partners, go to Edit Details, where you can create Partner Filters. For more information, see the How to Review and Edit Website Plugin Details section below.

The website plugin now appears in your list of marketing activities.

How to Review and Edit Website Plugin Details

To review and edit your website plugin, follow these steps:

  1. Navigate to Partner Marketing > Website Plugins.
  2. Click the name of the website plugin you want to edit. The activity details view opens.
  3. The website plugin details view provides these buttons/areas:
Edit

Review or edit the details of the plugin. In the Edit Details view, you can review or edit the information you provided when creating the website plugin. You can also apply partner filters to the plugin and tag it using custom tags. For information about using partner filters, see Add Partner Filters. Click Save when you've finished editing.

Edit Content

Review, edit, or add new content to the website plugin.

Publish

Publish the plugin to eligible partners. Click Unpublish to rmeove its published status.

Publish All

[Available for published plugins] Re-publish the website plugin and all its linked assets. Use this option if you've updated content that is included in the plugin.

Copy (in Actions menu)

Create a duplicate of the website plugin. The new website plugin will save with the internal name Copy of [Website Plugin Name]. Click the name to go to the details page for the new plugin, where you can rename and edit it, if required.

Preview (in Actions menu)

View the website plugin before sending it to your partners.

Archive (in Actions menu)

Archive the plugin.

Offering

Create a custom offering for the website plugin, for example to be provided by a third party agency (provider). For more information, see Manage Provider Offerings.

Statistics

Review key engagement statistics for your website plugin, including the number of views, clicks, and partners with activation, and average duration of use.

Export

Export a .CSV or .XLS file containing the partner engagement statistics for this website plugin.

  1. Click Save after making any changes. You will be returned to the details view for this plugin.

How to Publish and Unpublish Website Plugins

You must publish a website plugin to make it available to your partners in their partner portal. To publish a plugin, follow these steps:

  1. Navigate to Partner Marketing > Website Plugins.
  2. Click the name of the plugin you want to publish. The activity details view opens.

  3. Click Publish.

    Note: If you archived the plugin, publishing is not available. You will need to Unarchive before the plugin can be republished. For more on unarchiving, see the Archive, Unarchive, and Delete Website Plugins section of this article.

This publishes the website plugin as a standalone entity. For information on including a website plugin in a campaign, see the How to Add Website Plugins to Campaigns section of this article.

You can remove a published website plugin from your partners’ portal by unpublishing it. To unpublish a plugin, follow these steps:

  1. Navigate to Partner Marketing > Website Plugins.
  2. Click the name of the plugin you want to unpublish. The activity details view opens.
  3. Click Unpublish.

How to Promote Website Plugins in the Partner Portal

You can promote a website plugin to increase partner adoption. Promoting the plugin will pin it to the top of the Browse Web Plugins page, in a Promoted window, so that it is one of the first plugins a partner sees when browsing that area in the partner portal. Follow the steps below:

  1. Navigate to Partner Marketing > Website Plugins.
  2. Click the name of the plugin you want to promote. The activity details view opens.
  3. Click Edit.
  4. Enable the Is Promoted? option.
  5. Use the Promotion Start and Promotion End date pickers to define the period for which the activity will be promoted.
  6. [Optional] Add a Promotion Description to provide more information about the decision to promote this asset (internal notes only).
  7. Click Save.

How to Add Website Plugins to Campaigns

To add a website plugin to a campaign, follow these steps:

  1. Navigate to Partner Marketing > Campaigns.
  2. Click the name of the campaign to which you want to add plugins.
  3. Click Add Content.
  4. Use the following features to find your plugin:
    • In Asset Type, select Website Plugins.
    • Filter the content by selecting relevant tags on the left side of the window.
    • Search for your plugin using keywords.
  5. Click Add next to the name of the plugin you want to add.
  6. Click Close once you have added all the content you want. 

The plugin appears in the Campaign Assets list in the campaign details view for this campaign.

Action Recommended

If you have linked your website plugin/microsite to an email and added that email to a campaign, we recommend you also add the website plugin/microsite to the campaign separately. This will ensure that in the partner portal, when the partner is activating the campaign, they can activate and personalize the linked website plugin/microsite as well. Learn more about creating emails and campaigns.

How to Archive, Unarchive, and Delete Website Plugins

You can archive a plugin, if it is unpublished. Archiving a plugin saves it, and enables the Delete option. Only archived plugins can be deleted permanently. Archived plugins can be unarchived later, if required.

To archive or delete plugins, follow these steps:

  1. Navigate to Partner Marketing > Website Plugins.
  2. Click the name of the plugin you want to delete. The activity details view opens.
  3. If the plugin has been published, click Unpublish. The Archive option will not appear until you unpublish the plugin.

  4. Click Archive.

    Archiving enables the Unarchive and Delete functions. The plugin remains in your account until you delete it. If you only want to archive the plugin and not remove it permanently, stop here.

  5. Click Delete to remove the plugin from your account.

Unarchiving plugins make them active again and re-enables publishing. To unarchive plugins, follow these steps:

  1. Navigate to Partner Marketing > Website Plugins..
  2. Click the name of the archived plugin you want to unarchive. The activity details view opens.
  3. Click Unarchive. You can now publish the plugin or archive it again.

Bulk Update Website Plugins

Unifyr One's Bulk Update feature allows you to add/remove tags, configure partner filters, and set effective dates and status for multiple website plugins in a single action.

For more information, see Updating Marketing Content in Bulk.

To access the Bulk Update option for website plugins:

  1. Navigate to Partner Marketing > Website Plugins.
  2. Check the checkbox to the left of each plugin you want to update.
  3. Click Bulk Update.

Add Website Plugins to the Partner Portal

To make website plugins available in the Unifyr One partner portal, include the Web Plugins feature bundle in your site navigation.

This feature bundle includes two pages:

  • Browse Web Plugins - partners can browse all website plugins that they are entitled to see and activate the ones they want to use
  • My Web Plugins - shows a list of plugins that the partner has activated
  1. Navigate to Partner Portal > Site Configuration.
  2. Click the Partner View to which you want to add website plugins.
  3. On the left-hand sidebar, under Feature Bundles, find Web Plugins.

  4. Drag and drop Web Plugins onto your site tree.

    [Optional] You can use the arrows to change the navigation depth, edit the Page Details to rename the page and control the visibility of this page to specific Partner Groups.

  5. Click Save and Close.

For more information, see Manage Site Configuration and Navigation.

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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