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Manage Web Content

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Overview

Web Content is the term used in Unifyr to describe material that can be linked from, or embedded into, web pages to support your partner's marketing campaigns.

It can take many forms, for example: 

  • A banner to embed a time sensitive message into a website , for example advertising an event or a product launch
  • A micro-site to to provide one landing page for all the emails in the campaign.
  • Landing pages with forms to capture leads and gate valuable content. 

Unifyr provides you with a WYSIWYG Editor, powered by Beefree, so you can create and brand your own web content, from scratch or from a template. You can distribute the content to your partners as a standalone URL, or as an object in a campaign.

Partners can personalize the content in the portal, using a similar WYSIWYG Editor.

Intended Audience

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

Before You Begin

  • Unifyr administrator access is required to activate web content and provide it to partners.
  • Unifyr provides some default templates for web content - you can also create your own, if required. 
  • 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 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.

Create a Web Content Object

To create new web content objects, follow these steps:

  1. Navigate to Partner Marketing > Web Content.
  2. Click Create Web Content.

  3. Provide this information, as required:

    Note

    These tasks for the object are carried out during the content edit step for the email:

    • choosing a template to create your plugin
    • adding the content

    See the Create/Edit the Content of a Web Content Object section of this article for information.

    Parameter  Type  Description 
    Name  Text The unique identifier for the object in Unifyr Admin.
    Display Name Rich Text The name that will display for your partners in the Unifyr partner portal.
    Description  Text

    More information about the plugin, such as a summary of its purpose and any top-level information the partner would need to know to select it.
    Effective Dates Date Selector

    The period for which the content will be available in the portal. Use the calendar pickers to choose From and To dates.
    Is Promoted? Checkbox

    Suppliers can promote activities to increase partner adoption.

    Enable the option to pin the content to the top of the Browse Website Plugins page, in a Promoted window, in the partner portal.

    Use the Promotion Dates date pickers to define the period for which the content will be promoted.
    Stand-Alone Support Checkbox

    Whether to include a URL to the content for the partner.

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

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

    The note will not be visible in the partner portal.
    Partner Groups Dropdown list

    [Optional] The Partner Group(s) that will have access to this content.

    Click the checkbox next to a group in the list to select/deselect it.

    If no selection is made here, the content will be available to all partners.
    Thumbnail File Upload The thumbnail for the content. We recommend 100x110px. The maximum file size is 250MB.
    Tags Multi-select The tags (of type Marketing Activities) that categorize the content.
  4. Click Save. The new object appears in your Web Content list.

You can now edit the content of the plugin, including selecting a template, adding content blocks and images, adding dynamic content, etc. For more information, see the Create/Edit the Content of a Website Plugin section of this article.

Add Multiple Pages to a Web Content object

You can add sub-pages to a web content object. For example, if you’ve gated content behind a contact form in a landing page, you'll want a confirmation page to be shown when the contact has completed the form. The confirmation page might include the button for the contact to download the content.

Once you've set up the sub-pages, you can use Special links to define the path users will take to navigate between them. For more information, see Link to the Other Pages in a Web Content Object.

To add a custom page to a web content object:

  1. Navigate to Partner Marketing > Web Content.
  2. Find the Web content object to which you want to add a sub-page, and click on it to open it for edit.
  3. Click Edit Content.

  4. Click the down arrow next to the Page entry, in the top toolbar. There is already one page listed - Default. This represents the main page. You can rename it if required.

    admin_landing pages_confirmation_page_add.png

  5. Click + New.

  6. Choose a template for the confirmation page.

    The Choose Template window contains a library of Unifyr's common email templates (Default), and any legacy templates (Legacy).

    If you’ve saved your own templates, they’re available in the Saved tab of the window. For more information, see the Save a Web Content Object as a Local Template section of this article.

    If you don’t want to use a template, and want to create the content of the sub-page from scratch, click the X button in the top right of the window. You can also select the Blank template from the Default tab.

  7. Update the label of the confirmation page by clicking into the field that is named Untitled Page as a default, and choose Rename. Add the label you want to use, then click out of the field. Click Save to retain the new page name.

    Best Practice

    Use names that clearly identify the individual pages, for example Landing Page and Confirmation Page.

    admin_landing pages_confirmation_page_rename.png

  8. Add or edit content using the Content, Rows, and Settings menus. 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 as you add them.

    For more information about the blocks and properties available in the menus, see Content/Formatting/Display Options for Supplier-Created Marketing Content.

  9. Click Save or Save and Close when you’ve completed the sub-page’s content. 

Once you've added a sub-page to web content object you can duplicate it to create further pages. This allows you to easily maintain a standardized format for all sub-pages.

Go to the page switcher area for a page, and select the page you want to copy. Click Copy in the drop down menu. The duplicated page is added to the list in the page switcher, with the name <original page name> (Copy). You can rename as required.

admin_landing_page_subpage_copy.png

Create/Edit the Content of a Web Content Object

To manage the content of a web content object:

  1. Navigate to Partner Marketing > Website Plugins.
  2. Find the object whose content you want to design, and click on it to open it for edit.

  3. Click Edit Content to open the WYSIWYG Page Editor, where you can manage the content of the plugin.

    admin_web_content_edit_content.png

  4. [Optional] If you’re editing the plugin’s content for the first time, choose a template for the plugin. The Choose Template window contains a library of BeeFree templates (Library), a set of Unifyr’s common plugin templates (Default), and any legacy templates (Legacy). 

    If you’ve saved your own templates, they’re available in the Saved tab of the window. For more information, see the Save a Web Content Object as a Local Template section of this article.

    If you don’t want to use a template, and want to create the content of the plugin from scratch, click the X button in the top right of the window. You can also select the Blank template from the Default tab.

  5. Add or edit content using the Content, Rows, and Settings menus. 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 as you add them.

    For more information about the blocks and properties available in the menus, see Content/Formatting/Display Options for Supplier-Created Marketing Content.

    The Unifyr WYSIWYG Editor is powered by Beefree - see here for some useful information resources:

    Note

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

  6. Click Save or Save and Close when you’ve completed the plugin’s content.

Edit the Details of a Web Content Object

To edit the details (name, description, effective dates, partner group visibility, assigned tags, etc.) of a web content object:

  1. Navigate to Partner Marketing > Web Content.
  2. Find the object you want to update, and click on it to open it for edit.

  3. Click Edit.

    admin_web_content_edit_details.png
  4. Make changes to the object’s configuration, as required.
  5. Click Save.

Add an Autogenerated Partner Logo to a Web Content Object

If you want your web content object to include a partner logo, you can configure a dynamic image so that it will automatically show the correct logo for each partner that is viewing it.

For more information, see Add an Autogenerated Partner Logo to a Marketing Email / Landing Page / Web Plugin.

Add a Form to a Web Content object

There are two ways in which you can add a form to a web content object:

  • Select a template (Unifyr template, or one of your saved templates) that includes a form
  • Create a new form in a page from scratch - this section tells you how

To create a new form in a landing page:

  1. Navigate to Partner Marketing > Web Content.
  2. Find the object to which you want to add a form, and click on it to open it for edit.
  3. Click Edit Content.
  4. Choose the page to which to add the form, if applicable. Select it from the page switcher in the top toolbar. For more information, see Add Multiple Pages to a Web Content object.

  5. From the right-hand Content panel, find the Form object and drag it into the required location in the landing page content.

    admin_landing_page_add_form.png

  6. Click in the form in the page content - it’s highlighted in blue to show that it’s active.

  7. Use the right-hand Form Properties panel to define the layout of the form, and the fields and labels it displays.

    For information about all the elements available in the WYSIWYG content builder, see Content/Formatting/Display Options for Supplier Created Content.

    admin_landing_page_form_form_properties.png

  8. Scroll down to the Manage Fields section of the panel to manage the fields you want to include in the form for completion.

    These fields are included as a default:

    • First Name
    • Last Name
    • Email Address
    • Country

    The form also includes a button for the recipient to submit the form - it has the default label Submit.

  9. Click Add new field to add a new field to the form.

    admin_landing_page_form_add_new_field.png

    You can choose from more core contact fields  - Mobile Phone, Work Phone, Address 1, Address 2, City, State/Region, Zip Code

    You can also select any of your own custom Contact fields (configured in   > Forms & Fields > Lead > Contact > Custom Fields - for more information, see Custom Fields.

    The field name, as configured in Unifyr Admin, is shown for the field’s entry in the form. You can add a different label for the field in the form.

    admin_landing_page_form_field_name.png

  10. If you’ve added a field to the form, you can click Edit to configure it.

    admin_landing_page_form_field_edit.png

    Use these options as required:

    • Choose the label
    • Select the type of field to add - for example a text field, a button, an email address, a URL, a dropdown list, etc
    • Specify whether field is required (must be completed in the form)
    • Specify whether the field is read-only in the form
    • For Email, Number, Phone, Text, and URL field types, add default (placeholder) text to show in the field
    • For select field types (Multiple choice, Single choice, Dropdown), specify the options to be presented for selection
    • For Number field type, specify minimum/maximum values
    • For Long Text field type, specify the number of rows you want to provide

    admin_landing_page_form_field_edit_field.png

  11. Change the label that appears for a field in the form. Click in the text area and enter the new label. Click out of the field to update the label in the form.

    admin_landing_page_form_field_label.png

  12. Click Delete to remove a field.

    admin_landing_page_form_delete_field.png

  13. Reorder the fields in the form if required, by clicking icon_drag.png and dragging a field to the required location.

  14. Confirm the label for the button that recipient clicks to submit the form - the default label is Submit.

    admin_landing_page_form_submit_button.png

  15. Scroll down to the right-hand Label Options panel to define how the field labels in the form should appear - text color, font, spacing, position, alignment, etc.

    admin_landing_page_form_label_options.png

  16. Scroll down to the right-hand Field Options panel to define how the fields in the form should appear - colors, content padding, borders, etc.

    admin_landing_page_form_field_options.png

  17. Scroll down to the right-hand Button Options panel to define how any buttons in the form should appear - width, colors, font, letter spacing, padding, border, etc.

    admin_landing_page_form_button_options.png

  18. Click Save or Save and Close to save changes to the landing page.

Link to the Other Pages in a Web Content Object

If you've configured sub-pages for a web content object, you can use Special links to define the path users will take to navigate between them.

For information about setting up sub-pages, see Add Multiple Pages to a Web Content object.

  1. Navigate to Partner Marketing > Web Content.
  2. Find the web content object whose content you want to update, and click on it to open it for edit.
  3. Click Edit Content.
  4. Use the Page: drop down in the top toolbar, to choose which page of the object you'd like to edit.
  5. Highlight the area in the object’s content to which you want to add the link, for example a Home button, or place your cursor in the relevant place in text.

  6. Find the Special links option. You’ll find the option in two areas, depending on the type of link you’re configuring:

    Link from button - in the Action section of the Content panel on the right hand side

    admin_web_content_special_links_button.png

    Text link - in the text formatting panel

    admin_web_content_special_links.png

  7. In Associated Pages, find the sub-page you want to link, and click on it.
  8. The link is added:
    • Button link - the link is shown in the Action panel. Use the panel to format it.
    • Text link - the link is added directly to the content. You can click on Insert/edit link icon_link_image.png to format it.
  9. Click Save or Save and Close.

admin_web_content_special_links_window.png

Link to Other Content from a Web Content Object

You can include a link to a collateral asset or other web content (web plugin or landing page) in a web content object. 

  1. Navigate to Partner Marketing > Web Content.
  2. Find the web content object whose content you want to update, and click on it to open it for edit.
  3. Click Edit Content.
  4. Highlight the area in the object’s content to which you want to add the link, for example a Learn more button, or place your cursor in the relevant place in text.

  5. Find the Link to marketing content option. You’ll find the option in two areas, depending on the type of link you’re configuring:

    Link from button - in the Action section of the Content panel on the right hand side

    admin_web_content_link_marketing_content_button.png

    Text link - in the text formatting panel

    admin_web_content_link_marketing_content.png

  6. Go to the Library Content or Web Content tab, as applicable.
  7. Find the object you want to link, and click on it.
  8. The link is added:
    • Button link - the link is shown in the Action panel. Use the panel to format it.
    • Text link - the link is added directly to the content. You can click on Insert/edit link icon_link_image.png to format it.
  9. Click Save or Save and Close.

Restrict Editing of Content in a Web Content Object

You can lock areas of a web content object you provide to your partners, to ensure that they can’t be changed when the partner is editing or personalizing the object for their own use.

For more information, see Restrict Editing of Content in a Marketing Email / Landing Page / Web Plugin.

Change the Template of a Web Content Object

To change the template used as the basis of a web content object (or add one, if you initially saved the object without one):

  1. Navigate to Partner Marketing > Web Content.
  2. Find the object whose template you want to change, and click on it to open it for edit.
  3. Click Edit Content.

  4. Click ... > Change Template.

    admin_landing_page_change_template.png

  5. Choose the new template for the email.  The Choose Template window contains a library of BeeFree templates (Library), a set of Unifyr 's common plugin templates (Default), and any legacy templates (Legacy). 

    If you’ve saved your own templates, they’re available in the Saved tab of the window. For more information, see the Save a Web Content Object as a Local Template section of this article.

    Note that selecting a new template will overwrite any previous versions of the email, or customizations you’ve made.

  6. Click Save.

Save a Web Content Object as a Local Template

To save a web content object as a template for later reuse:

  1. Navigate to Partner Marketing > Web Content.
  2. Find the object you want to save as a template, and click on it to open it for edit.
  3. Click Edit Content.

  4. Click … > Save as Template.

    admin_landing_page_change_template.png

  5. In Create Template, enter a name for the template. 
  6. Click Create Template. The landing page is saved as a template.

When you’ve saved your own templates, they’re available in the Saved tab of the Choose Template window. You can pick one when you’re creating web content - using a template for creating content ensures consistency of brand, style, and voice in your communications.

Publish and Unpublish Web Content Objects

You must publish web content to make it available to your partners in their partner portal. 

To publish a web content object:

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

  3. Click Publish.

    Notes

    • 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. check this - Publish is available for an archived object staging > elleryco 17/03/26

    • You must have configured a thumbnail image, a description and content for the email before you can publish it. If these things aren’t in place, the Publish button is disabled and you’ll see a message if you try to click it.

      admin_website_plugin_publish_required_content_missing.png

This publishes the object as a standalone entity. It'll be available to your partners in the portal if you've followed the steps in Add Web Content to the Partner Portal. For information on including web content in a campaign, see Add Web Content to a Campaign.

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

  1. Navigate to Partner Marketing > Web Content.
  2. If necessary, use the Publication Status filter to find your published content.
  3. Find the object you want to unpublish, and click on it to open it for edit.
  4. Click Unpublish.
admin_website _plugin_unpublish.png

Promote Web Content to your Partners

You can promote web content 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 pieces of content a partner sees when browsing that area in the partner portal, or when they use Add Activity > Web Plugin in a campaign. check this - can't see any new/different options in staging > elleryco 17/03/26

portal_browse_web_plugins_promoted.png 

<add image>

  1. Navigate to Partner Marketing > Web Content.
  2. Find the object you want to promote, and click on it to open it for edit.
  3. Click Edit.
  4. Enable the Is Promoted? option.
  5. Use the Promotion Dates date pickers to define the period for which the object will be promoted.
  6. Click Save.

Preview Web Content

You can generate a preview of a web content object, to see what it will look like when presented to your partners.

To preview a web content object:

  1. Navigate to Partner Marketing > Website Plugins.
  2. Find the plugin you want to promote, and click on it to open it for edit.

  3. Click Actions > Preview.

    admin_website_plugin_actions_menu.png
  4. If the content includes merge tags (content placeholders), you'll be prompted to select a partner. The preview will be shown with their data. 
  5. The preview opens. If the web content object is made up of contains multiple pages, there is a tab for each page. Click Close to return to the edit view.
admin_partner_marketing_web_content_preview.png

Copy a Web Content Object

Do not create copies of copies. Always copy from an original object.

To create a copy of a web content object:

  1. Navigate to Partner Marketing > Web Content.
  2. Find the object you want to copy, and click on it to open it for edit.

  3. Click Actions > Copy.

    admin_website_plugin_actions_menu.png
  4. The new website plugin is created, with the name <Original Object Name> (Copy)
  5. Rename the object as required, by adding the new name into the Name and Display Name fields.
  6. Update the other fields as required.
  7. Click Save.

Add Web Content to a Campaign

To add web content to a campaign:

  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 these options to find your content:
    • In Asset Type, select Website Plugins.
    • Search for your content using keywords.
  5. Click Add next to the name of the content you want to add.
  6. Click Close once you have added all the content you want. 

The content object appears in the Campaign Assets list in the campaign's details view.

Note

If you have linked a web content object (such as a microsite or landing page) to an email and added that email to a campaign, these guardrails are in place to ensure linked content is always kept together for your partners:

  • The linked content items are automatically added to the campaign as well as the email.
  • You'll see a warning if you remove any linked items from the campaign, to let you know that the existing content is not complete.
  • Partners must review/personalize/publish all linked web content before scheduling an email for sending. They’ll see a Review task for each piece of linked content when personalizing the email.

Learn more about creating emails and campaigns.

Archive, Unarchive, and Delete Web Content Objects

check this whole article - can only see Archive actions for published, not published, archived. Can't see Unarchive or Delete for any.

Archiving web content objects removes them from your active web content list, but saves them in your account, and then allows you to delete them.

To archive or delete a web content object:

  1. Navigate to Partner Marketing > Web Content.
  2. Find the object  you want to archive, and click on it to open it for edit.
  3. If the object has been published, click Unpublish. The Archive option will not appear until you unpublish it.

  4. Click Actions > Archive.

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

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

Unarchiving web content objects make them active again and re-enables publishing. To unarchive a web content object:

  1. Navigate to Partner Marketing > Website Plugins..
  2. Find the object you want to unarchive, and click on it to open it for edit.
  3. Click Actions > Unarchive. You can now publish the object or archive it again.

Export a List of Web Content Objects

You can export a list of selected web content objects from Unifyr Admin. This allows you to view the web content you have available for your partners, how they’re tagged, which partners have access to them, and when they’re available in the portal.

  1. Navigate to Partner Marketing > Web Content.
  2. Select the objects you want to include in the list, by checking the box next to each one. Alternatively, check the box at the top of the leftmost column to select all objects.
  3. Click Export and choose one of these options:
    • Download CSV - A CSV file is sent to your download area.
    • Email - A CSV file is emailed to you.
admin_website_plugins_export.png

The file contains a row for content object you selected, and columns for each piece of information about each one, including the tags assigned.

Bulk Update Web Content Objects

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

For more information, see Updating Marketing Content in Bulk.

To access the Bulk Update option for web content objects:

  1. Navigate to Partner Marketing > Web Content.
  2. Check the checkbox to the left of each object you want to update.
  3. Click Bulk Update.

Add Web Content to the Partner Portal

To make web content available in the Unifyr 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 web content that they are entitled to see and activate the ones they want to use
  • My Web Plugins - shows a list of web content objects that the partner has activated
  1. Navigate to Partner Portal > Site Configuration.
  2. Click the Partner View to which you want to add web content.
  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 pages, and control the visibility of the pages to specific Partner Groups.

  5. Click Save and Close.

For more information, see Manage Site Configuration and Navigation.

Training

Coming soon.

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