1. Unifyr Admin Academy
  2. Partner Portal
  3. Site Configuration

About Translations

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Important

This feature may require enablement. For assistance, submit a request to your Unifyr One team.

Overview

Providing content in the preferred language of partners and prospective partners is a crucial factor in engaging with your partners and growing your channel program. By translating your partner portal into other languages, you ensure that partners can navigate the portal easily, and find and fully understand your content. Unifyr One supports delivering multi-language content seamlessly to partner portal users.

Unifyr One provides ready-to-use professional translations of native Unifyr One default navigation items, tooltips and copy on Feature Pages to allow you to deliver translated standard content easily. 

You can use Unifyr One Admin to add translations for custom portal content:

  • Custom Pages
  • Portal Footer
  • Portal Posts
  • Terms & Conditions guidance text
  • Custom Fields and their values
  • Partner User Roles
  • Partner Events
  • Onboarding Plans
  • Tier Programs
  • Tags
  • Learning (LMS) Content

Alternatively, Custom Pages can be translated on-the-fly using our Automatic Page Translations feature (available to Silver, Gold, Platinum, and Diamond customers). For more information, submit a request to your Unifyr One team.

Unifyr One supports these languages for the partner portal:

  • Arabic
  • Chinese (Simplified)
  • Chinese (Traditional)
  • Czech
  • Danish
  • Dutch
  • English (Default)
  • Finnish
  • French
  • German
  • Hungarian
  • Italian
  • Japanese
  • Korean
  • Norwegian
  • Polish
  • Portuguese
  • Portuguese (Brazil)
  • Russian
  • Slovak
  • Spanish
  • Spanish (Mexico)
  • Swedish
  • Turkish

In the partner portal, Unifyr One determines the appropriate language to show to a user based either on the last language used in the browser, or the set browser language. If neither of these two data points are available, the user will be shown the default (English) version. When a portal user selects a language for their profile, all of the visible text, including the menus and tooltips, will be displayed in the preferred language. Once you have translated the custom areas of your partner portal listed above, those will also display in the selected language.

Before You Begin

Familiarize yourself with how to manage your partner portal site’s configuration and navigation, including Feature Pages and Custom Pages.

Add the supported languages for the portal site (Partner Portal > Site Configuration > Settings > Site Details > Language) to support both core and custom content translation. For more information, see the Translate Portal Navigation and Feature Pages section of this article.

[Optional] You can restrict a custom site view to a subset of the supported languages. If you don't restrict the view, it will be available for all languages defined in the Site Settings.

Before you can create a translation of custom content, you must have created the item in the original language. The option to translate an item will not be available until after you do an initial save. The instructions below assume that you have previously created and saved each custom content item.

Intended Audience: Channel Sales Director, Channel Marketing Directors, & Channel Operations Managers. 

Contents

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

Translate Portal Navigation and Feature Pages

The first steps for translating your partner portal are to add the translations for your Feature Pages and to your partner portal navigation. These translations are provided by Unifyr One and will also cover translations of tooltips.

To add translations of navigation to the Unifyr One Partner Portal:

  1. Add the supported languages for the portal site
    1. Navigate to Partner Portal > Site Configuration.
    2. Click Settings.

    3. In the Site Details section, under Language, select the languages you want to add to the portal. English must be included. All Feature Pages and default areas of the partner portal will be translated into the languages selected here. You and your team are responsible for translating Custom Fields and Custom Pages.

      admin_portal_settings_language.png

    4. Click Save.

  2. [Optional] Add the languages supported by an individual custom view of the portal.

    If you don't restrict individual custom views by language, they will all be available for all languages specified in the Site Settings.

    1. Navigate to Partner Portal > Site Configuration.
    2. Select the custom view whose language support you want to update.
    3. Use the Edit icon icon_pencil_white.png  to open the View Details window.
    4. In View Details, select the required languages in the View Languages list.

    5. Click Apply.

      Create New View.png

  3. Add translated versions of the site / view navigation
    1. Navigate to Partner Portal > Site Configuration.

    2. Select the View for which you want a translated navigation.

      admin_partner_portal_partner_views.png

    3. Go to the language dropdown list. 

      admin_portal_view_language

    4. In the dropdown, select the language into which to translate your site navigation. 

      In the partner portal, Feature Pages and standard navigation areas will automatically translate based on the language selected by the user. You don't need to do anything here to add translations for these areas:

      • Unifyr One Feature Page copy

      • Unifyr One default navigation items (i.e. titles of feature pages)

        Note: If you have customized the name of a Feature Page, it won't be translated by built-in translation. You must add this translation yourself. 

      • Names of Unifyr One standard information fields
      • Unifyr One dynamic content widgets, e.g. Login
      • Unifyr One tooltips

      You are responsible for translating the titles of any Custom Pages in your site navigation here.

      In your account, all page titles will show in your default language (usually English). 

    5. Edit the navigation name for any Feature Pages that you have renamed from the default, to add the translated header. For example, you might have changed the name of the Portal Posts feature page to News in English. A non-default Feature Page title is not translated by Unifyr One's built in translation. 

      admin_translations_custom_feature_page_names.png

    6. Edit the navigation name for any custom headers you've added to your navigation.

      admin_translations_custom_headers.png

    7. Edit the navigation name for any Custom Pages in your site, to add the translated header. For information on translating the content of a Custom Page, see the Translate a Custom Page section of this article.

      admin_translations_custom_page_titles.png

    8. To view what this looks like in the Partner Portal, log in to the portal and select your profile drop-down menu. 

      portal_profile.png

    9. Click Language.

    10. Select your language from the list.

      portal_profile_select_language.png

      The translated menu items show:

      portal_translated.png

Translate the Portal Footer

When you create a translation of the portal footer, the translated version will pre-populate with a copy of the fields and layout of the original.

Note

If subsequent changes are made to the original footer, they will NOT be propagated to the translated versions and you will need to manually recreate them to preserve consistency.

  1. Navigate to Partner Portal > Site Configuration.
  2. Select Settings.
  3. Go to the Footer tab in the left hand navigation.

  4. In the detail view, click Translations to open a dropdown list of languages.

    Note

    If your portal already has a footer, and you want to add translations for the first time, save the footer to enable the Translations option.

    There is a checkmark beside any language for which a translation of the page has already been created. If only English is ticked, no translations currently exist.

    admin_portal_footer_translations.png

  5. To copy the footer for a new language, select an unchecked language. A copy of the footer is created with the title reflecting the new language, e.g. Footer: German. The content is in English.

    admin_portal_footer_translated_footer.png

    Note: If you subscribe to our Automatic Translations feature (with Silver, Gold, Platinum, and Diamond subscriptions), you can choose how you want to create the new version of the footer - select one of these options:

    • Use the template - Copy the English version as the template for the non-English one, and add the translations yourself.
    • Translate - have the content auto-translated by Unifyr One. You can edit the translation after they’ve been done this way, if required.

    admin_portal_post_translation_options.png

  6. Add the translated content to the footer.
  7. Click Save.

[With Automatic Translations enabled] If you want to provide a new translation of the footer at a later date, select the required language in the Translations drop down list. Then go back into the Translations list and click Retranslate. You can then provide the new translation following the usual steps. In this example, the French translation for the footer is being redone.

admin_portal_footer_retranslate.png

Translate a Custom Page

When you create a translation for a custom page, the translated version will pre-populate with a copy of the fields, content, and layout of the original. The original page must be in English.

Note

If subsequent changes are made to the original English page, they will NOT be propagated to the translated versions. You must manually update the translations in each required language to preserve consistency. 

  1. Navigate to Partner Portal > Custom Pages.
  2. Click on the name of the page you want to translate.

  3. Click the dropdown at the top of the page, to open a list of languages. There is a checkmark beside any language for which a translation of the page has already been created. If you only see English checked, no translations for other languages have been created.

    admin_custom_page_translations.png

  4. To copy this page for a new language, select an unchecked language.

    If a translation for the selected language has been deleted previously, you're asked to confirm if you want to restore the deleted translation. Click Yes to restore the last saved version of the page. Click No to start a completely new translation.

    A copy of the page is created, showing the new language, e.g. German. The content is in English.

    admin_custom_page_translated_page.png

    Note: If you subscribe to our Automatic Translations feature (with Silver, Gold, Platinum, and Diamond subscriptions), you can choose how you want to create the new version of the page - select one of these options:

    • Use the template - Copy the English version as the template for the non-English one, and add the translations yourself.
    • Translate - have the content auto-translated by Unifyr One. You can edit the translation after they’ve been done this way, if required.

    admin_portal_post_translation_options.png

  5. Translate the content of the page as required. You can also change the layout/styling of language versions of a page, if required.
  6. Click Save.

[With Automatic Translations enabled] If you want to provide a new translation of the page at a later date, select the required language in the Translations drop down list. Then go back into the Translations list and click Retranslate post. You can then provide the new translation following the usual steps. In this example, the French translation for the page is being redone.

admin_custom_page_retranslate.png

Edit a Translated Custom Page

If you make changes to the default language version of a Custom Page, you should also replicate the changes in all translated versions of the page to ensure consistency across your content.

  1. Navigate to Partner Portal > Custom Pages.
  2. Select the page to update. The page will be displayed in the default language.

  3. In the Translations drop-down, select the language you want to edit.

    mceclip0.png

  4. Make changes as required.
  5. Click Save.

Delete and Restore a Translation of a Custom Page

If you no longer need to provide a custom page in a particular language, you can remove the relevant translation.

  1. Navigate to Partner Portal > Custom Pages.
  2. Select the page to update. The page will be displayed in the default language.
  3. In the language drop-down list, select the language you want to remove.
  4. Click ... > Remove Translation.

  5. You're asked to confirm that you want to remove the translation. Click Remove to proceed. The translated page is removed, and the language no longer shows a check mark in the Translations list.

    admin_translations_custom_page_remove.png

To restore a deleted translation:

  1. Navigate to Partner Portal > Custom Pages.
  2. Select the page to update. The page will be displayed in the default language.
  3. In the Translations drop-down, select the language you want to restore.
  4. You're asked to confirm that you want to restore the previous translation (this option is not available if Automatic Translations is enabled on your system). Click Yes to proceed. The last saved version of the page is restored.
  5. Once you've reviewed the content of the page, click Save to publish the translation to the partner portal.

Translate a Portal Post

With Portal Posts, you can publish content and updates such as company news, blog posts, and event registration pages to your partners in the portal.

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

This process describes how to provide translation of a Portal Post in a single language. You can translate it into other languages by selecting the new language from the post’s language selector (step 3) and repeating the rest of the process.

You can translate these areas of a Portal Post:

  • Display Name
  • Summary
  • Post content (if you're creating the content in Unifyr One). You can’t translate the content of a linked external file in Unifyr One.

portal_posts_translation.png

  1. Navigate to Partner Portal > Posts.
  2. In the Posts list, find and select the Portal Post you want to translate, to open it for edit. This is the English language version that will form the basis for the translated version.
If content is created in Unifyr OneIf post content is external resource (linked)

  1. Choose the language for which you want to provide a translation from the dropdown menu at the top of the editor. There is a checkmark beside any language for which a translation of the page has already been created. If you only see English checked, no translations for other languages have been created.

    admin_portal_posts_post_editor_lang_selector.png

    The new language version is created, with the content in English.

    Note: If you subscribe to our Automatic Translations feature (with Silver, Gold, Platinum, and Diamond subscriptions), you can choose how you want to create the new version of the post - select one of these options:

    • Use the template - Copy the English version as the template for the non-English one, and add the translations yourself.
    • Translate - have the content auto-translated by Unifyr One. You can edit the translation after they’ve been done this way, if required.

    admin_portal_post_translation_options.png

  2. Go to the content edit area for the post. Add translated text content as required. You can also review and make changes to existing translations or ones that have been auto-generated by Unifyr One (if you have the Automatic Translations feature enabled).

    admin_portal_posts_post_editor_translate_content.png

  3. Click Options to reveal the configuration items for the post. Here you can view, add, or update translations for these items:

    • Display Name
    • Summary

    admin_portal_posts_post_editor_translate_config.png

    These items provide the post summary information in the Posts lists in the portal:

    portal_posts_translation_displayname_summary.png

  4. Click Save at the top of the editor. The translation of the Post will be displayed for any user who is set up in that language (when the post is published).

Translate a Custom Field

Custom Fields are used for the collection of supplier-specific data in forms. They can be translated in Unifyr One Admin.

For more information about Custom Fields and using them in forms on your partner portal, see Custom Fields and Form Configuration.

This process describes how to provide translation of custom fields in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

  1. Navigate to Partner Portal > Translations.
  2. Go to the Forms & Fields tab in the left sidebar.

  3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

    The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

    admin_portal_translations_select_language.png

  4. Navigate to the custom field category in the list (for example, Partner or Deal)

  5. Find the entry for the custom field you want to translate. Each entry displays the translatable areas they contain - what is available depends on the custom field’s configuration in  > Settings > Forms & Fields:

    • Display Name
    • Field Values (for fields of type Checkbox, Select, Radio, and Multiselect)
    • Tool Tip
    • Help Text

    For information on configuring custom fields, see Custom Fields.

    admin_translations_custom_fields_options.png

    Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

  6. Enter the translation for each piece of text for the field in the boxes provided. Click Not translated in the right-hand column to expose the box.

  7. Add the required translation. You can use the suggested translation if it's suitable.

    admin_translations_custom_fields_add.png

  8. Click Save to preserve the update, or Cancel to leave the box without saving.
  9. Repeat for each box for the custom field, as required.
  10. Repeat to add translation for all custom fields you want to present in the target language.
  11. All available translations for that language are automatically pushed to the partner portal. Any forms that include the translated custom fields will display the translated text when presented to a user who is set up in that language.

Translate a Lead or Deal Stage

Lead and Deal Stages reflect the sales process that you'd like leads/deals to follow. You can translate both standard and custom stages in Unifyr One Admin.

For more information about managing lead and deal stages, see Adding and Managing Custom Lead Stages and Adding and Managing Custom Deal Stages.

This process describes how to provide translation of lead/deal stages in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

  1. Navigate to Partner Portal > Translations.
  2. Go to the Forms & Fields tab in the left sidebar.

  3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

    The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

    admin_portal_translations_select_language.png

  4. Navigate to the relevant category in the list (Lead Stage or Deal Stage).

  5. Find the entry for the stage you want to translate. Each entry displays the translatable areas they contain:

    • Display Name

    Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

  6. Enter the translation for each piece of text for the field in the boxes provided. Click Not translated in the right-hand column to expose the box.

  7. Add the required translation. You can use the suggested translation if it's suitable.

    admin_translations_lead_deal_stages_add.png

  8. Click Save to preserve the update, or Cancel to leave the box without saving.
  9. Repeat to add translation for all stages you want to present in the target language.
  10. All available translations for that language are automatically pushed to the partner portal. Any forms that include the translated stages will display the translated text when presented to a user who is set up in that language.

Translate a Content Tag

Tags are keywords that you can use to classify your content. They can be translated in Unifyr One Admin.

For information about managing Tags, see About Tags and Taxonomy and Tag Management.

This process describes how to provide translation of a Tag in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

  1. Navigate to Partner Portal > Translations.
  2. Go to the Tags tab in the left sidebar.

  3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

    The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

    admin_portal_translations_select_language.png

  4. Find the category of the tag you want to translate (Library Content, LMS, Marketing Activities, Portal Post, or Social Content) and click the arrow to expand it if necessary,

  5. Find the entry for the Tag that you want to translate. Each entry displays the translatable areas they contain - what is available depends on the Tag’s configuration in  > Settings > Tag Management:

    • Display Name
    • Values

    admin_translations_tag_new.png

    Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

  6. Enter the translation for each piece of text for the tag in the boxes provided. Click Not translated in the right-hand column to expose the box.

  7. Add the required translation. You can use the suggested translation if it's suitable.

    admin_translations_tag_add.png

  8. Click Save to preserve the update, or Cancel to leave the box without saving.
  9. Repeat for each box for the Tag, as required.
  10. Repeat to add translation for all Tags you want to present in the target language.
  11. All available translations for that language are automatically pushed to the partner portal. Any forms that includes filters based on the translated Tags will display the translated text when presented to a user who is set up in that language.

Translate Terms & Conditions guidance text

Terms & Conditions (T&Cs) are legal agreements that you provide to your partners for signature in Unifyr One. You can translate the advisory text that accompanies your T&Cs in Unifyr One Admin.

Note

You can’t manage translations of the T&Cs themselves in Unifyr One Admin.

For information about managing T&Cs, see About Terms & Conditions of Service.

This process describes how to provide translation of T&Cs guidance text in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

  1. Navigate to Partner Portal > Translations.
  2. Go to the Terms and Conditions tab in the left sidebar.

  3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

    The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

    admin_portal_translations_select_language.png

  4. Find the entry for the T&Cs object that you want to translate. Each entry displays the translatable areas they contain:

    • Guidance Text

    admin_translations_t&cs_new.png

    Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

  5. Enter the translation for the guidance text in the box provided. Click Not translated in the right-hand column to expose the box.

  6. Add the required translation. You can use the suggested translation if it's suitable.

    admin_translations_t&cs.png

  7. Click Save to preserve the update, or Cancel to leave the box without saving.
  8. Repeat to add translation for all T&Cs guidance texts you want to present in the target language.
  9. All available translations for that language are automatically pushed to the partner portal. The translated guidance text will be presented when an eligible user who is set up in that language is asked to sign T&Cs.

Translate a Partner User Role

Unifyr One has three default user roles: Administrator, Marketing, and Sales. You can use them in the rules for filtering content access with partner filters and partner groups. You can also define your own custom partner user roles.

For information about managing Partner User Roles, see Partner User Roles.

This process describes how to provide translation of a Partner User Role in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

  1. Navigate to Partner Portal > Translations.
  2. Go to the Partner User Roles tab in the left sidebar.

  3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

    The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

    admin_portal_translations_select_language.png

  4. Find the entry for the Partner User Role that you want to translate. Each entry displays the translatable areas they contain - what is available depends on the role’s configuration in Partner Management > User Explorer > Manage Roles:

    • Name
    • Description

    admin_translations_partner_user_role_new.png

    Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

  5. Enter the translation for each piece of text for the role in the boxes provided. Click Not translated in the right-hand column to expose the box.

  6. Add the required translation. You can use the suggested translation if it's suitable.

    admin_translations_partner_user_role_add.png

  7. Click Save to preserve the update, or Cancel to leave the box without saving.
  8. Repeat for each box for the role, as required.
  9. Repeat to add translation for all Partner User Roles you want to present in the target language.
  10. All available translations for that language are automatically pushed to the partner portal. the roles will display the translated Name/Description when presented to a user who is set up in that language.

Translate an Onboarding Plan

Onboarding Plans are structured progress paths for your partners. They can be translated in Unifyr One Admin.

For information about managing Onboarding Plans, see About Onboarding Partners.

This process describes how to provide translation of Onboarding Plans in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

  1. Navigate to Partner Portal > Translations.
  2. Go to the Onboarding Plans tab in the left sidebar.

  3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

    The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

    admin_portal_translations_select_language.png

  4. Find the entry for the Onboarding Plan that you want to translate. Each entry displays the translatable areas they contain - what is available depends on the Onboarding Plan’s configuration in Partner Management > Onboarding Plans:

    • Group Name
    • Task

    admin_translations_onboarding_plan_new.png

    Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

  5. Enter the translation for each piece of text for the plan in the boxes provided. Click Not translated in the right-hand column to expose the box.

  6. Add the required translation. You can use the suggested translation if it's suitable.

    admin_translations_onboarding_plan_add.png

  7. Click Save to preserve the update, or Cancel to leave the box without saving.
  8. Repeat for each box for the Onboarding Plan, as required.
  9. Repeat to add translation for all Onboarding Plans you want to present in the target language.
  10. All available translations for that language are automatically pushed to the partner portal. Any pages that include the translated Onboarding Plans will display the translated text when presented to a user who is set up in that language.

Translate a Tier Program

Tier Programs are step-based achievement + recognition + progression systems you can provide to your partners to encourage engagement with your partner program. They can be translated in Unifyr One Admin.

For information about managing Tier Programs, see About Partner Tiers and Tier Programs.

This process describes how to provide translation of Tier Programs in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

  1. Navigate to Partner Portal > Translations.
  2. Go to the Tier Programs tab in the left sidebar.

  3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

    The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

    admin_portal_translations_select_language.png

  4. Find the entry for the Tier Program that you want to translate. Each entry displays the translatable areas they contain - what is available depends on the Tier/Tier Program’s configuration in Partner Management > Tier Programs:

    • Tier Program Name
    • Tier Name
    • Goal Name

    admin_translations_tier_program_new.png

    Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

  5. Enter the translation for each piece of text for the program in the boxes provided. Click Not translated in the right-hand column to expose the box.

  6. Add the required translation. You can use the suggested translation if it's suitable.

    admin_translations_tier_program_add.png

  7. Click Save to preserve the update, or Cancel to leave the box without saving.
  8. Repeat for each box for the Tier Program, as required.
  9. Repeat to add translation for all Tier Programs you want to present in the target language.
  10. All available translations for that language are automatically pushed to the partner portal. Any pages that include the translated Tier Programs will display the translated text when presented to a user who is set up in that language.

Translate Learning (LMS) Content

All learning content pieces (Certifications, Courses, Modules, and Quizzes) can be translated in Unifyr One Admin.

For information about providing learning content, see About Learning Management.

This process describes how to provide translation of Courses/Certifications/Modules/Quizzes in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

  1. Navigate to Partner Portal > Translations.
  2. Go to the LMS tab in the left sidebar.

  3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

    The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

    admin_portal_translations_select_language.png

  4. Expand the category headers to find lists of Certifications, Courses, Modules, and Quizzes.

  5. Find the entry for the item you want to translate. Each entry displays the translatable areas they contain - what is available depends on the item’s configuration in Partner Management > Learning Management:

    • Name
    • Description

    Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

  6. Enter the translation for each piece of text for the item in the boxes provided. Click Not translated in the right-hand column to expose the box.

  7. Add the required translation. You can use the suggested translation if it's suitable.

    admin_translations_lms_add.png

  8. Click Save to preserve the update, or Cancel to leave the box without saving.
  9. Repeat for all items you want to present in the target language.
  10. All available translations for that language are automatically pushed to the partner portal. Any pages that include the translated translated items will display the translated text when presented to a user who is set up in that language.

Translate a Partner Event

Partner Events are in-person events that you provide for your partners to run. They can be translated in Unifyr One Admin.

For information about managing Partner Events, see Partner Events.

This process describes how to provide translation of Partner Events in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

  1. Navigate to Partner Portal > Translations.
  2. Go to the Partner Events tab in the left sidebar.

  3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

    The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

    admin_portal_translations_select_language.png

  4. Find the entry for the Partner Event that you want to translate. Each entry displays the translatable areas they contain - what is available depends on the Partner Event’s configuration in Partner Portal > Partner Events:

    • Event Name
    • Summary
    • Description

    admin_translations_partner_event_new.png

    Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

  5. Enter the translation for each piece of text for the event in the boxes provided. Click Not translated in the right-hand column to expose the box.

  6. Add the required translation. You can use the suggested translation if it's suitable.

    admin_translations_partner_event_add.png

  7. Click Save to preserve the update, or Cancel to leave the box without saving.
  8. Repeat for each box for the Partner Event, as required.
  9. Repeat to add translation for all Partner Events you want to present in the target language.
  10. All available translations for that language are automatically pushed to the partner portal. Any pages that include the translated Partner Events will display the translated text when presented to a user who is set up in that language.

Import Translations of Custom Content

Note

This bulk translate option is not available for Custom Pages or Portal Posts.

In the Partner Portal > Translations page, you can manage translations of these custom content types:

  • Custom Objects
  • Custom Fields and Forms
  • Tags
  • Terms and Conditions guidance text
  • Partner User Roles
  • Onboarding Plans
  • Tier Programs
  • Partner Events
  • Learning (LMS) Content

It may be that you use an external agency to provide your translations. You can export a file of custom content items, send it to your translators for translation (or re-translation), then import the file to translate the content items in Unifyr One Admin. Using this method, you can export all translatable custom content items for a particular language, then import their translations, with a minimum of steps.

To bulk translate your custom content:

  1. Navigate to Partner Portal > Translations.

  2. Select the language for which you want to export translations in the English to menu.

    admin_portal_translations_select_language.png

  3. Go to the Import/Export tab in the left sidebar.

    admin_translations_import_export.png

  4. Click Export. A CSV file titled Translations_Export_[LANGUAGE] is downloaded to your desktop.

    The file includes these columns of information for each content item:

    • Object - Object being translated, e.g a display name or a value for a Custom Field (Field Definition), a Group for an Onboarding Plan (OnboardingPlanGroup)
    • Group - Object type, e.g DEAL or PARTNER for a Custom Field, ONBOARDINGPLANS
    • Item - Object name
    • Field - Item being translated, e.g. displayName for a Custom Field, name for an Onboarding Plan Group or Task
    • English - English text
    • Translation - Translation in the selected language (if a translation already exists, otherwise the column is empty)

  5. Add the translations as required to the Translation column, then save the file. Don't make changes to or in any other columns.

    If re-importing translations, existing translations that aren’t included in the file are unaffected in Unifyr One. You can import a file with all rows removed except for new objects, or existing objects with updated translations.

  6. Navigate back to Partner Portal > Translations, and go to the Import/Export tab.
  7. Click Import.
  8. Select the CSV file in which you saved the translations. Don’t attempt to import a different file - the import may not be able to match translations with their correct content items.
  9. Click Import.

  10. Unifyr One gives a summary of the number of translations that will be imported/updated/removed, and shows any errors (entries that failed to match with an existing item in Unifyr One).

    admin_translations_import_summary.png

    Click Download against any of the rows that have numbers to get a list of successful or unsuccessful translations. You can correct failed items in the download file as required, then re-import the file separately.

  11. Click Import to continue with the import.
  12. The import proceeds, then Unifyr One provides a confirmation of the translations it’s imported.

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