Manage Partners

Overview

One-size-fits-all communications or engagement of your partner community are not effective in producing results. Instead, targeted communications and information access with clear calls to action help your partners build high-performing pipelines and meet sales goals. We designed Unifyr One to support the diverse needs of your organization as you segment your partners.

You can manage all of your partners from the Partner Explorer view.  In this view, you can view partners, add new partners, and search and filter to manage your partner accounts, pending partners, and invited partners.

• In the Partner Accounts view, you can add new partner accounts, filter to view partners by certain criteria, export partner & user lists, and perform bulk operations.

  You can manage individual partners by clicking on the partner name. For more information, see Manage Individual Partner Details.

• In the Pending view, you can manage potential partners wishing to join your Channel Program. These partners have either completed the Partner Registration Form or have been invited by your Organization to join the Portal. 
• In the Invited view, Admin users can view partner invitations. Admins send invitations to potential partners and the partner can then accept or reject the invitation. 

Intended Audience

Channel Marketing Leader, Channel Sales Leader, Partner Marketing Director

Before You Begin

• Consider reviewing and updating your partner information on an annual basis. Having up-to-date partner data will likely result in improved engagement. 
• Determine how you want to manage new accounts. Do you want to approve every new partner account? Who should be notified via email when a new partner registers? Work with your Unifyr One team to create the workflow that is best for you.
• Note that the Search in the Partner view is for all the Partner views: Partner Accounts, Pending, and Invited.  Using text, search for keywords or phrases. If searching a phrase, put quotation marks around the phrase to ensure proper functionality (e.g. “data security”).

Create New Partners Partner Accounts Pending Invited Self-Register

Permission Required

• Supplier roles with the permissions Partner Management > Partner Management (general) and  Partner Management > Create Partners can create partner accounts. For more information about roles and permissions, see Managing Permissions for User Roles in Unifyr One Admin.
• If you have an SSO integration, this feature will not be available to you.

If you have committed, prospective partners that are ready to obtain access to the Unifyr One Partner Portal, you can self-manage the partner account creation process.

Contents

Click + to expand the section.

Create a Partner Account

Follow the steps below to create a partner account:

1. Navigate to Partner Management > Partner Explorer.
2. Click Create Partner.

3. Complete these details to create the partner account:

   

   • Partner Name - The display name for the partner account. Typically, this is the partner’s company name.
   • Email, First Name, Last Name - The name and email address of the user associated with the partner account. This user is given the Administrator role for the account when the account is created. A Welcome email is sent to the email address given here, to prompt the user to login and set up the partner portal account.
4. Click Next.

5. Provide additional company details about the partner. As well as standard contact information such as Address, Phone, and Website URL, you can add values for any of your custom Partner fields. For more information, see Custom Fields and Form Configuration. Required fields are highlighted in red.

   

   Submit a request to your Unifyr One team if you want to customize the form you see here - the form Partner Registration Admin needs to be activated on your system.

6. Select an option to continue:

   • Create - Creates the partner account and lists it in Partner Explorer > Partner Accounts.
   • Create and View - Creates the partner account and takes you to the Profile area of the Partner Details view, where you can add additional partner information.
   • Cancel - Exits the partner creation process.

   Unifyr One checks for a match based on the email address provided. If there is an error with the contact upload or if a contact with that information already exists in your Unifyr One account, you will see a message.

The new partner account is listed in Partner Management > Partner Explorer > Partner Accounts. The status is Active. The specified user will receive a welcome email prompting them to login and set up their partner portal account.

This is an example of the email the contact will receive:

For information about editing partner accounts, adding new users to a partner account, and deleting/deactivating partner accounts, see Manage Individual Partner Details.

Create Partner Accounts in Bulk

You can create multiple partner accounts in a single action, by uploading a CSV file that includes their information to Unifyr One. Once the list is uploaded, and the accounts created, the nominated users in the list will receive a welcome email prompting them to login and set up their partner portal account.

Follow these steps to create partner accounts in bulk:

1. Navigate to Partner Management > Partner Explorer.
2. Click ... > Import/Update Partners.
3. [Optional] Enable the Update Existing Records option if you're only updating existing partner records, not uploading new ones.

4. Prepare the spreadsheet (CSV format) that contains the partner account information you want to upload, if it's not already available.

   The CSV file should contain the columns listed in the table below, as a minimum. You can click Download a sample file to get a sample spreadsheet. 

   Label	Description
   partnerName	The display name for the partner account. Typically, this is the partner’s company name.
   contactFirstName	The first name of the user associated with the partner account. This user is given the Administrator role for the account when the account is created. A Welcome email is sent to the email address given here, to prompt the user to login and set up the partner portal account.
   contactLastName	The last name of the user associated with the partner account.
   contactEmail	The email address of the user associated with the partner account.
   country	The partner's country. The entry should match the name or code for the country, as shown in   > Settings > Countries. For example, for Australia you can use Australia or AU. For more information about countries in Unifyr One, see Country Management.

   You can also include these optional fields of company information. Separate multiple values for a single field with commas:

   • address1, address2
   • city
   • state - if states are enabled for the country in   > Settings > Countries. The entry should match the name or code of the state - for example, for New South Wales you can use you can use New South Wales or NSW.
   • postalCode
   • phone
   • fax
   • ssoCompany Id
   • website
   • Any of your custom Partner Fields. For more information about custom fields, see Custom Fields.
5. Click Choose File and select your CSV file.

6. Unifyr One indicates if there is any missing or invalid data, or conflicts/duplicates, in your file. Correct the errors in the file and try again to upload. You can use the Download these entries link to get a file with the incorrect rows.

   

7. Click Import to proceed with importing the valid rows. 

   To end the action, click Cancel.

8. Unifyr One gives a notification to confirm that the action has started. You receive an email with the results of the import action when it's completed. The email details the rows that have been processed, and how many records were created. An attachment lists the update requests that failed, and gives a reason.

   A request to create a partner account could fail for reasons like these:

   • The contact email address is already in use
   • The company SSO ID is already in use

The new partner accounts are listed in Partner Management > Partner Explorer > Partner Accounts. Their status is Active. The specified user for each account will receive a welcome email prompting them to login and set up their partner portal account.

This is an example of the email each contact will receive:

To learn how to edit partner accounts, add new users to a partner account, and delete/deactivate partner accounts, visit the Manage Individual Partner Details page.

In this view, you can set up Advanced Partner Filtering, Export a list of partners, and use Bulk Operations against multiple partners concurrently to manage data fields.

Contents

Click + to expand the section.

View and Customize the Partner Accounts List

To view your list of partners, navigate to Partner Management > Partner Explorer > Partner Accounts.

You can use filter options to search and organize the data.

Filters	Description
Status	The status of the Unifyr One subscription:  Active Unifyr One subscriptions are currently in use by subscription holders for live deployments of the provided content. Inactive Unifyr One subscriptions were once active but have since been deactivated.  Test Unifyr One subscriptions are issued for demo purposes only and are not to be used for true deployments.
Partner Groups	The Partner Group(s) to which partners belong.
Created	The date on which the partner account was created. Enter a start and end date to gather data for ranges of time such as monthly, quarterly, and annually.
More	Custom Partner Fields that are unique to each partner. Toggle a filter for each custom field on or off by checking the corresponding box.
Clear All	Reset all filters and display all partner accounts.

You can also customize the columns on the list to view the most relevant information at a glance. 

1. On the Partner Accounts tab, click the Column Configuration icon.

   

2. In Column Configuration, drag-and-drop columns from Available Columns to the Selected Columns area to make them visible in the list.

   

   The columns available to you will include default Partner fields (for example, Name, Status, and Created Date) and any custom Partner fields you have built in your account. For information about custom fields, see Custom Fields.

   Alternatively, hide a column by clicking the X next it in the Selected Columns area.

   

3. Click Save.

4. If you are an Administrator, you can check the Save As Default option to save this configuration for all users in your Unifyr One Admin account. A user can override your definition by setting up their own column configuration.

   

You can also view the individual partner details by clicking on the partner name.

Configure Advanced Filters

Use advanced filters to obtain a list of partners that meet specific criteria. You can filter by Partner Activity, Embedded Access Apps, Campaign Activity, and CRM Integrations. 

1. Navigate to Partner Management > Partner Explorer. 
2. Click Advanced Filters.

3. [Optional] Click Partners to filter the list to one or more partners.

   

4. Select the options under each filter category to retrieve the information that meets your criteria:
   • Yes = Show me the partners that have this
   • No = Show me the partners that do not have this
   • Ignore = Do not include this in the filter
5. [Optional] Click Reset to clear the filter.
6. Select Save.

Export Partner and User Data

You can export a list of partner or user data to a CSV file. The file will be sent to the email addresses defined for your account.

To export data, follow these steps:

1. Navigate to Partner Management > Partner Explorer.
2. Filter the list to display the accounts you want to export.
3. Click ... and choose either Export Partners or Export Users. Unifyr One generates a CSV file of the information and sends it to the email address for your account.
   • The exported partners file contains data points such as Zift Partner ID, Status, Create Date, Expiration, Last Login, Total Logins, Auto Registration Rules, Default Lead Owners, Available Funds (can be included upon request), Sales Reps Count, Users Count, SSO Company ID, Partner Source, Primary Address data, Terms Accepted By, Terms Acceptance Date, and custom fields.
   • The exported users file contains data points such as Zift Partner ID, Partner Name, Email, First Name, Last Name, Office, Mobile, and the date Terms and Conditions were accepted.
4. An on-screen message confirms that the export has started.

Update Partner Records in Bulk

You can import a CSV file to update these pieces of information for multiple existing partner records in a single action.

• Partner Name
• Custom Partner field values

An update action will only affect the fields included in the imported file.

1. Navigate to Partner Management > Partner Explorer.

2. Click the ... menu and select Import/Update Partners.

   

3. Select the Update Existing Records option. This indicates that you're updating partner records that you already have, and not creating new ones.

4. Prepare the spreadsheet (CSV format) that contains the partner account information you want to upload, if it's not already available.

   The CSV file must contain the columns listed in the table below, as a minimum. You can click Download a sample file to get a sample spreadsheet for guidance. 

   Label	Description
   id	The unique Unifyr One ID for the partner account. You can't change this value with the update process - it's used to identify the correct partner account to update.
   partnerName	The partner name. You can change this value with the update process.

   You can also include any of your custom Partner Fields. For more information about custom fields, see Custom Fields.

   Separate multiple values in a column with a comma, without spaces.

5. Click Choose File and select your CSV file.

6. Unifyr One indicates if there are any issues with the data in your file. Correct the errors in the file and try again to upload. You can use the Download these entries link to get a file with the incorrect rows.

   

7. Click Import to proceed with importing the valid rows. 

   To end the action, click Cancel.

8. Unifyr One gives a notification to confirm that the action has started. You receive an email with the results of the import action when it's completed. The email details the rows that have been processed, and how many records were updated. An attachment lists the update requests that failed, and gives a reason (for example, an invalid Partner ID).

Add a Data Field Value to Multiple Partners

Bulk Operations provide a way for Unifyr One Administrators to take action on a large number of partners in a few clicks rather than making a change to multiple individual partners. 

Add Field Value(s) allows you to add data values to multiple partners simultaneously. The values come from the Partner custom fields that you have configured. For more information, see Custom Fields.

To access the option, you must have selected at least one item in the Partner Accounts list. If no partners are selected, the option is grayed out.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts.
2. Click the checkbox next to the partner(s) from the list whose details you want to modify. Alternatively, click the checkbox at the top of the leftmost column to select all accounts in the list.
3. Click ... > Add Field Value(s).
4. In Add field value to partner, check the checkbox next to the values you want to apply to the selected partners. 
5. Click Apply. You are asked to confirm that you want to update the selected partners.
6. Click Continue to proceed with the update, or Cancel to exit.
7. Unifyr One presents messages confirming when it has started processing your request, and when it has completed the field updates.

Remove a Data Field from Multiple Partners

Remove Field Value(s) allows you to remove data values from multiple partners simultaneously. The values come from the Partner custom fields that you have configured. For more information, see Custom Fields.

To access the option, you must have selected at least one item in the Partner Accounts list. If no partners are selected, the option is grayed out.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the checkbox next to the partner(s) from the list whose details you want to modify. Alternatively, click the checkbox at the top of the leftmost column to select all accounts in the list.
3. Click ... > Remove Field Value(s).
4. In Remove field value from partner, check the checkbox next to the field values you want to remove from the selected partners. The values come from the Partner custom fields that you have configured. For more information, see Custom Fields.
5. Click Apply. You are asked to confirm that you want to update the selected partners.
6. Click Continue to proceed with the update, or Cancel to exit.
7. Unifyr One presents messages confirming when it has started processing your request, and when it has completed the field updates.

In the Pending tab, you'll see a list of partners who've applied to join your partner program, and whose application is waiting for your approval.

You decide how new partner applications should be processed during your system implementation phase. For more information about the options, see About Pending Partners.

For more information on managing your pending partner applications, see the articles in the Pending Partners section of the academy.

In the Invited tab of Partner Explorer, you can see a list of invitations you've sent to invite prospective partners to participate in your channel program, and access your Unifyr One partner portal.

For more information on managing partner invitations, see the articles in the Invitations section of the academy.

As well as inviting specific partners that you want to target, you can also allow potential partners to self-register for your program via your partner portal, with a custom registration page. For more information, see Allowing Prospective Partners to Register.

Your recruitment plan will determine whether applicants are auto-approved or if a manual review and approval are required.  If required, follow the Approving a Pending Partner's Registration procedure to finalize the registration.

 Training

Learn more with our training courses:

• Partner Registration
• Partner Invitations
• Pending Partners
• Partner Explorer

You will be prompted to log into your CustomerONE account to access the links.

Related Topics

• About Partner Management
• Manage Individual Partner Details