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  3. Custom Pages

Custom Page: Create or Edit

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Overview

The Unifyr One portal is made up of individual pages. Each portal can support up to three levels of as many pages as required to present your channel program coherently to your partners. These can be Unifyr One's pre-built Feature Pages, or Custom Pages tailored to your own requirements, usually a combination of both. This article describes how to create Custom Pages. Unifyr One provides a page editor powered by BeeFree, an HTML email/page building application.

How you organize your portal pages will be unique to your channel program and objectives. 

Pages have tremendous design flexibility. This is achieved by separating the concepts of Settings, Rows, and Content - for more information, see the Content Blocks and Properties in the Page Editor section of this article.

For more advanced formatting options for your custom pages, such as dynamic images and custom HTML content, see Advanced Custom Page Editing.

You can use a template to create a custom page, if required, either a BeeFree or Unifyr One standard template, or your own custom template. Your custom templates are managed in the   > Settings > Templates > Pages area of Unifyr One Admin. For more information, see Pages.

Unifyr One provides the option to translate your custom page into multiple languages. For more information, see Translate a Custom Page.

Useful Tips

  • Style the portal pages to match your corporate branding guidelines. You can use custom HTML and CSS to achieve this, if required. You can also use templates for your pages to ensure standardization and consistency across your whole portal.
  • Add your company logo to the pages.
  • Name the portal page via the Page Key for the best user experience. The page key is appended to the portal URL. Here are some examples: home for the home page, registration for the partner registration page, or the campaign name for landing pages.
  • Before creating the content of the page decide what message you want this page to convey—make it interesting, valuable, and helpful. Be sure to include an explanation of the value to your partners.
  • Use Partner Groups to tailor the content in a single page to specific sets of users.
  • Use merge tags (dynamic content placeholders) that represent partner or user information, to personalize a user's experience in the portal.
  • Once your custom page has been created, navigate to Partner Portal > Site Configuration and add the page to the required view. For more information, see Manage Site Configuration and Navigation.
  • You can add pages to the portal without including them in the navigation. To do this, set them as Active but do not add them to the page structure. You should then send the specific page URL to the desired recipients. The Requires Partner Login toggle determines whether the page is accessible with or without user authentication. 

Contents

Click + to expand the instructions for each task.

Create a Custom Portal Page

  1. Navigate to Partner Portal > Custom Pages.
  2. Click Create Page.

  3. Choose whether to use a template as the basis of your custom page:

    • Library - pre-built templates provided by BeeFree
    • Default - pre-built templates provided by Unifyr One
    • Saved - your own custom templates

    The list of your own templates for custom pages is managed at   > Settings > Templates > Pages. For more information, see Pages. You can also save a custom page as a template to use later - see the Save a Custom Page as a Template section of this article.

    If you want to create the page from scratch, without using a template, choose the Blank template.

  4. Click the pencil icon at the top of the page to open the Options panel.

    admin_custom_page_new_page_title.png 

  5. Add this information:

    Parameter Type Description
    Page Name Text The display name/title of the page. This can contain spaces and any characters.
    Page Key Text

    A unique identifier to append to the portal URL. For example, add the page key dealreg for a Deal Registration page, which gives the URL supplier.ziftone.com/dealreg.

    Do not use spaces or special characters in the key. Lower case letters, numbers, underscores, and hyphens are permitted.
    Requires Partner Login Checkbox

    Check the box to restrict the visibility of the page to logged in, authenticated users. This setting allows you to create different pages for logged-in and logged-out views of the portal.

    Tips:

    • Do not check the box if creating a Registration Page for potential partners. Be sure to include a link to Register Now.
    • Do check the box to create a page that you want only logged in users to see, such as Partner Program or Training.
    Active Toggle

    Enable this option to publish the page and expose it to partners once it's been added to the portal navigation.

    For information on updating your partner site navigation, see Manage Site Configuration and Navigation.

    Deselect the option to hide the page.
  6. Click X to exit the Options menu.

  7. In the page content area, use the WYSIWYG editor panel to construct the content of the page.

    We recommend starting with the Settings tab to set your global preferences first. Once you set global settings, you can change the settings of each content block individually. For more information, see Editing a Custom Page and Content/Formatting/Display Options for Supplier-Created Content.

  8. Click Save or, if required, click the arrow next to the Save button to add a comment about the new page. If you've added a comment, click Save with comment to continue.

    admin_custom_page_new_version_comment.png 

    If the Active setting is enabled for the page, the page is published for display to partners. To publish the page at a later date, ensure the Active option is disabled before saving. When you're ready to publish, open the custom page for edit, click Options, and check the Active option.

  9. [Optional] To create a new language version of the page, open it and select a language from the menu at the top of the editor. Add translations as required, then save the new page.

    admin_custom_page_new_page_language.png 

    For more information, see Translate a Custom Page.

  10. [Optional] Once you've saved the custom page, you can use the ... menu to access any of these actions:

    admin_custom_page_new_three_dots_menu.png 

    Parameter Description
    Copy

    Copies the page.

    If a custom page with translations is copied, the translated versions are also copied. Copies of the translations can be deleted using Remove Translation.
    Delete Deletes the page. This option is available if the page is not used in any site view.
    View Usages

    Shows where the page is used in portal site views, displaying Site Name and View Name.

    This option is not available if the page isn’t included in any views.
    View History Provides a history of saved versions of the page, with information on when the page was changed and by whom. Revert to a previous version by selecting it from the list.
    Change Template

    Allows you to change the template that forms the basis of the page.

    Any content and updates you’ve added to the page will be lost.
    Save as Template

    Allows you to save the page as a template.

    The template will be saved to your custom templates list in   > Settings > Templates > Pages. It will be available for you to choose from the Saved area when creating a new custom page.
    Remove Translation

    Removes a translation of a custom page. 

    Once deleted, the translated page cannot be recovered. Any partners that had access to the translated content will now see the default language version.

    The default language version cannot be removed using this option.

Edit a Custom Portal Page

  1. Navigate to Partner Portal > Custom Pages.
  2. From the list, click on page you want to edit, to open it for edit.
  3. [Optional] Use the Options menu to change any of these details for the page:
    • Page Name
    • Page Key
    • Requires Partner Login
    • Active
  4. [Optional] Use the ... menu to access any of these actions:
    • Copy - Copy the page to create a new version or re-use the design
    • Delete - Delete the page (available if the page isn't currently used in any site view)
    • View Usages - See where this page is showing on the partner portal (available if the page is included in any site views)
    • View History - See when this page was last updated, by whom, and any comments the updater left.

    • Change Template - Change the layout of the page based on available page templates in your account

      Caution

      If you change the template while editing the page, all content and updates you've added to the page will be lost

    • Save as Template - Save the page as a custom template for future pages.
  5. In the page content area, add or edit content as required, using the Content, Rows, and Settings menus. For more information about the blocks and properties available in the menus, see Content/Formatting/Display Options for Supplier-Created Content.

  6. [Optional] Use the Desktop and Mobile buttons to preview your page on different sized devices.

    admin_custom_page_desktop_mobile.png 

  7. Click Save or, if required, click the arrow next to the Save button to add a comment about the new version of the page. If you've added a comment, click Save with comment to continue.

    admin_custom_page_new_version_comment.png 

    This comment will be displayed on the Custom Page Version History, accessed via ... > View History.

    admin_custom_page_version_history.png 

Content Blocks and Properties in the Page/Email/Post Editor

For information on the blocks and properties available in the WYSIWYG Editor, see Content/Formatting/Display Options for Supplier-Created Content.

Add Dynamic Content

The dynamic content widget in the editor allows you to add different pre-configured content widgets. These are useful for publishing functional elements of your channel platform, for example a Partner Registration Page or a Support Form, to your partners.

When editing a block in page content, drag and drop the Dynamic Content widget into the page. You can then click on the widget and choose the type of content you want it to provide in the page.

admin_page_editor_dynamic_content.gif 

Note

When configuring a Dynamic Content widget, you select the type of content you want presented by the widget. If you can't see the type you want, you may need to click the More Content button.

Important

Any usage metrics for content items added to Custom Pages using Dynamic Content will not be reflected on the Unifyr One marketing activity reports available under Analytics & Reports. Statistics on Custom Pages currently only reflect Count of Page Views.

These types of widget are available for selection:

Login

[Default] Displays a login screen that allows the visitor to authenticate as a known user and acts as a gate to access the portal.

Find My Partner Registration

Displays a basic registration form for prospective partners, with an option to join an existing partner account that matches the domain of their email address.

Partner Registration

Displays the Partner Registration form for prospective partners to capture basic information as part of the partner recruitment process.

Partner/User Registration

Displays the Partner User Registration form for capturing information about prospective partner users.

Show Upcoming Activities

Displays a table of any social or email activities scheduled by the partner for the next seven days. This can be useful for partners to ensure that they are communicating with contacts at an appropriate cadence and fully leveraging the different options available.

Show Partner Stats

Displays a report of the performance of various activities undertaken by the partner.

Partner Onboarding Plan

Displays the Onboarding Plan that has been set for this user.  Each stage in the plan is displayed with corresponding activities and progress.

Support Ticket Form

Displays the Contact Support form for partners to reach to the supplier-specified Support email address.

Important: The Contact Support link defaults to your team’s partner support email address. If you would like to change the address, submit a request to your Unifyr One team.

For information on creating a custom Contact Support page, see Contact Support Configuration.

Success Plans

Displays the partner Success Plan set for this user. Each plan has corresponding goals and progress.

Success Plans - Quarter View

Displays the quarterly breakdown of the partner Success Plan set for this user. Each plan has corresponding goals and progress.

Logged Out Support Ticket Form

Give your partners the option to raise a Support ticket from the partner portal, before they've logged in.

Tier Program Summary

Displays your partners' current status in the tier program for which they are eligible.

Reports

Displays a list of reports you have access to. Select one to display it on your page.

Locators

Displays a list of any Partner Locators or Provider Locators you have built. Select one to display it on your page.

Accessed via the More Content button

Collateral Search

Displays a screen with search filters on the left and any corresponding collateral assets on the right. All displayed collateral is pre-filtered to the user's visibility rights.

Custom Partner/User Form

Allows you to present a custom form to collect partner or partner user information.

For more information, see Custom Forms. 

Collateral Program

Allows you to add individual Collateral Programs to your Custom Page. We recommend adding this one to a full-width Empty Row.

Custom Object

Allows you to present a standard form to collect information of a custom type.

For more information, see Custom Objects.

Posts - Latest (Tile)

Displays the latest three Posts in a tile layout based on its Effective Start Date. Each tile will display a thumbnail, title, and preview text. We recommend adding this one on the portal homepage.

[Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics.

For more information about Portal Posts, see About Portal Posts. 

Posts - All (Tile)

Displays all Posts in a tile layout. This option allows partners to infinitely scroll for available Posts. Each tile will display a thumbnail, title, and preview text. We recommend adding this one on its own Custom Page.

[Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics.

For more information about Portal Posts, see About Portal Posts.

Posts - Latest (List)

Displays the latest Posts in a horizontal row layout based on its Effective Start Date. Each row will display a thumbnail, title, and preview text. We recommend adding this one on the portal homepage.

[Optional]

  • Select which Posts stream into this widget on your Custom Page by filtering by Topics.
  • Select the number of posts (3, 5, 10, 15) you’d like to display in this widget. By default, three Posts will display.

For more information about Portal Posts, see About Portal Posts.

Posts - All (List)

Displays all Posts in a horizontal row layout. This option allows partners to infinitely scroll for available Posts. Each row will display a thumbnail, title, and preview text. We recommend adding this one on its own Custom Page.

[Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics.

For more information about Portal Posts, see About Portal Posts.

Partner Events - Next 3 (Tile)

Displays the latest three Partner Events, based on each event's Date/Time, in a tile layout.

Partner Events - All (Tile)

Displays all Partner Events in a tile layout. This option allows partners to infinitely scroll for available events.

Partner Events - Next 3 (List)

Displays the latest Partner Events, based on each event's Date/Time, in a horizontal row layout.

Partner Events - All (List)

Displays all Partner Events in a horizontal row layout.

Training Content (Tiles)

Displays LMS Modules and Courses in a tile layout.

You can configure the content display with this widget:

  • Content Type - Courses and/or Modules
  • Tags - content based on a tag of type LMS
  • Order by - Popularity or Publish start date
  • Content maximum number - the maximum number of items to show

Use Merge Tags for Autogenerated Data

Merge tags are placeholders that are replaced with actual values for the user viewing the page. You can use them to display dynamic partner data in portal page content. For example, you can use the First Name and Last Name tags to personalize your Partner Registration page for the user accessing it.

These fields are supported as merge tags:

Standard information

First Name, Last Name, (Partner) Company Name, Email Address, MDF Fund Balance, Current Year, Today's Date, Name/Email/Mobile Phone/Work Phone for Partner Account Manager, Partner ID (the Partner ID in Unifyr One), Partner External ID (typically a Salesforce ID), SSO Company ID, SSO User ID, User ID (the User ID in Unifyr One), User External ID,

Supplier-specific information

Custom Fields for Partner and Partner User data.

  1. Navigate to Partner Portal > Custom Pages.
  2. Click the name of the page you want to edit.
  3. [Optional] In this view, you can modify the values provided during page creation.
  4. Scroll down to the Page Content section to add or edit content. 
  5. Click in the required Content block, placing your cursor in the place where you want the autogenerated content to appear. The editor menu displays.

  6. Click Merge tags.

    admin_custom_page_merge_tags.png 

  7. From the drop-down menu, click the merge tag to add.

    Note: Merge tags representing custom Partner fields are prefixed with Partner - in the list. Those for custom Partner User fields start with Partner User - (added to the content with the syntax {{portaluser.<field_name>}}, for example {{portaluser.Preferred_Communication_Language}})

    The tag is entered, displayed with braces - the actual value will be populated when the page is accessed.

    admin_custom_page_merge_tags_select.png 

Add Links to Feature Pages or other Custom Pages

You can include a link to any of the Feature Pages or other Custom Pages available in Unifyr One in your Custom Page.

Note

Custom Pages that don't have Requires Partner Login set can be linked.

  1. Navigate to Partner Portal > Custom Pages.
  2. Click the name of the page you want to edit.
  3. Scroll down to the Page Content section to add or edit content. 
  4. Click in the required content block. The editor menu displays.
  5. Click Special links.

  6. From the drop-down menu, click Feature Page or Custom Page. 

    alt 

  7. Select the page you want to link.

Link to Other Content

You can include a link to a list of your most recent portal posts, or to a Unifyr One collateral asset, in your Custom Page content.

  1. Navigate to Partner Portal > Custom Pages.
  2. Click the name of the page you want to edit.
  3. Scroll down to the Page Content section to add or edit content. 
  4. Click in the content block to which you want to add the link. The editor menu displays.

  5. Click More.

    admin_custom_page_more menu.png 

  6. From the drop-down menu, click one of these options:
    • Link to an asset - add a link to a Unifyr One collateral asset.
      Use Select an Asset to find the asset, then click on it to add the link to the custom page.
      The link points to the asset itself, not a specific version. If a new version of the asset is uploaded to Unifyr One Admin, the link will automatically point to the latest version.

    • Latest Posts - add a link to a list of most recent portal posts.

      In Configure Dynamic Content, enter this information as required:

      • Filter by topic (optional) - filter the list to specific tags of type Portal Posts
      • Number of posts (optional) - limit the list to a particular number of posts (the default is 5)
  7. Click Insert.

Delete a Custom Portal Page

You can delete a Custom Page if it's not included in any site views.

  1. Navigate to Partner Portal > Custom Pages.
  2. From the list, click on page you want to delete, to open it for edit.

  3. Click ... > Delete.

    Note: The button is not available if the custom page is included in a site view. Click ... > View Usages to find out which ones.

  4. You're asked to confirm that you want to delete the page. Click Delete to continue.

Copy a Custom Portal Page

You can copy a Custom Page, for example if you want to create a new page that only has minimal differences to an existing one.

  1. Navigate to Partner Portal > Custom Pages.
  2. From the list, click on page you want to copy, to open it for edit.
  3. Click ... > Copy.
  4. A new page is created, the title Copy of <original page name>.
  5. Click the pencil icon and add the new page name in Options > Page Name.

  6. Click Save or, if required, click the arrow next to the Save button to add a comment about the new version of the page. If you've added a comment, click Save with comment to continue.

    admin_custom_page_new_version_comment.png

Change a Custom Page's Template

You can change the template that provides the base formatting and content of a custom page.

Note

All content and updates you’ve added to the page will be lost when you change its template.

  1. Navigate to Partner Portal > Custom Pages.
  2. From the list, click on page whose template you want to change, to open it for edit.
  3. Click ... > Change Template.

  4. In Choose Template, select the template to use for the page from one of these tabs:

    • Library - pre-built templates provided by BeeFree
    • Default - pre-built templates provided by Unifyr One
    • Saved - your own custom templates

    Your list of templates for custom pages is managed at   > Settings > Templates > Pages. For more information, see Pages. You can also save a custom page as a template to use later - see the Save a Custom Page as a Template section of this article.

    If you want to restart the page from scratch, without using a template, choose the Blank template.

  5. The page is updated to reflect the new template. Click Save or, if required, click the arrow next to the Save button to add a comment about the new version of the page. If you've added a comment, click Save with comment to continue.

Save a Custom Page as a Template

If you’ve produced a custom page that includes branding, formatting, or content that you’ll want to reuse, you can save the page as a template to be used when creating subsequent pages. Using templates allows you to maintain a consistent and standardized set of portal pages, and minimizes effort when setting up the portal.

Note

The option to save as template is available when editing existing pages. It’s not possible during initial creation of the page.

  1. Navigate to Partner Portal > Custom Pages.
  2. From the list, click on page that you want to save as a template, to open it for edit.
  3. Click ... > Save as Template.
  4. In Create Template, specify the name of the template.
  5. Click Create Template. The template is saved in your list of templates in   > Settings > Templates > Pages. It will be available for you to choose from the Saved area when creating a new custom page, or changing the template of an existing one.

View Usages of a Custom Page

You can retrieve a list of site views in which a custom page is included. This is useful if you're looking to update or delete a custom page.

  1. Navigate to Partner Portal > Custom Pages.
  2. From the list, click on page you want to review, to open it for edit.
  3. Click ... > View Usages.
  4. A list of locations is presented - each entry details the name of the site and the view that includes the custom page.

View and Restore Versions of a Custom Page

You can view a list of changes that have been made to a custom page, and the user that made each one. From the list, you can restore any of the previous versions to make it the current one.

  1. Navigate to Partner Portal > Custom Pages.
  2. From the list, click on page you want to review, to open it for edit.
  3. Click ... > View History.
  4. A version history of the page is presented - each entry details the version date, the user that created the version, and any comments they left about the update.

  5. [Optional] Click on one of the versions to restore it as the current one.

    admin_custom_page_version_history.png 

 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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