About Provider Locators

Overview

Partners need a simple way to find available agencies and purchase services. In Unifyr One, agencies are referred to as Providers.

With Unifyr One’s Provider Locator, you can help partners connect with providers through our flexible find-a-Provider-service. If a locator is available in the logged in pages of the Unifyr One partner portal, partners can search for a provider by geography, partner tier, or another criterion. Results are displayed according to relevance, based on Providers' profiles. Once the partner submits information, the Provider Locator generates notification emails directly to the Provider users set to receive default lead notifications, via Unifyr One, simplifying the process for partners to leverage services from Providers.

This is a summary of the process to add a Locator:

1. Create a Provider Locator

2. Add the Provider Locator to the partner portal. This is an example of a Provider Locator on a partner portal:

   

To add a Provider Locator to your partner portal:

1. Create a custom page with a Dynamic Content widget.
2. Add the active custom page to the Partner Portal. 
3. Ensure that partner administrators keep their profile updated in the Settings > Company Profile area of the Partner Portal.

Before You Begin

This feature may require configuration by your Unifyr One team prior to use.

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

Contents

Click + to expand the instructions for each task.

Locator List View

The Partner Portal > Locators list view shows the Locators you have built (note: Partner Locators are also listed here, if you're using them. For more information, see About Partner Locators.

This information is available:

Task Name	Description
Locator Name	The internal name for the Locator. Click the name to access the Locator Settings page.
Locator Type	The type of locator: Partner or Provider
Partner Groups	The subset of partners/providers that are displayed in this Locator.
Created Date	The date the Locator was created.

Creating a Locator

Locators are managed in Partner Portal > Locators. You may have multiple locators with different configurations.

1. Navigate to Partner Portal > Locators.
2. Click Create Locator.

3. Complete this information as required:

   Field Name	Description
   Name	The internal name for the locator.
   Type	The type of locator: choose Provider.
   Partner Groups	[Optional] The Partner Groups that define the subset of providers that are eligible for the Locator. Click the field then select a group or groups from the drop down list. You can enter the group name in the Search field to filter the list. If multiple partner groups are selected, the locator will show partners from all of them.  For information about managing Partner Groups, see About Partner Groups.
   Partner Name Display Field	[Optional] The name that each provider's card and map entry should display in the Locator. You can choose one of these: Internal Name Partner Display Name Any of your custom Partner fields (of type Text) If you select a field here, and a provider's profile doesn't include a value for it, that provider's entry in the Locator will show the default partner name set in the partner account.
   Required Partner Details	[Optional] The information that a provider must have completed in their Locator Profile to ensure they appear in the Locator. Select one or more of the properties to make them required. Logo Locator Profile Website URL Social Media URL - the provider can add one or more of Facebook, X (Twitter), and LinkedIn Marketplace URL If a property is required, and a provider's profile doesn't include a value for it, that provider will not be listed in your Provider Locator, even if they match on Partner Group. As soon as they add the value, they will be dynamically added to the Locator. Leave all options unchecked to accept all matching providers into the locator.
   Partner Tier Program	[Optional] The Tier Program about which to display information in a provider's Locator entry. If a Tier Program is selected, and a provider in the Locator is participating in that program, their current tier in the program will be displayed on their locator card. Click the field then select a program from the drop down list. You can enter the program name in the Search field to filter the list. For information about managing Tier Programs, see About Partner Tiers and Tier Programs.
   Filters	[Optional] The filters that will be displayed in the Locator to help prospective buyers tailor their search for relevant providers. Country is always included. You can select any of your custom Partner fields to be used as additional filters. For more information about managing custom Partner fields, see Custom Fields. Filtering on the Provider Locator references the information the provider has entered for the selected fields in Settings > Company Profile. What they have access to can depend on the fields you've provided in the Company Profile Portal form (see Forms & Fields > Partner > Forms in Unifyr One Admin). You as the supplier can also manage this information in Unifyr One Admin in Partner Management > Providers > provider > Provider Details View > Profile. Click Filters then select a field from the drop down list. You can enter the field name in the Search field to filter the list. The selected fields will be displayed in the Locator in the order in which they're listed here. Change the order by dragging and dropping the fields in the list.  If a field of Multiselect or Checkbox appears in the Locator, users can select multiple values on the filter. A partner will be returned as a result if they matches ALL the values selected in the filter.
   Filter Position	The position at which the search and filter options should appear. Top (default) - at the top of the Locator Left - in the left sidebar
   Fields on Card	[Optional] The information that will appear in each provider's Locator Card (their entry on the Locator homepage). You can choose any of your custom Partner fields to display here, plus the provider's Locator Profile description. The card references the information the provider has entered for these fields in Settings > Company Profile. What they have access to can depend on the fields you've provided in the Company Profile Portal form (see Forms & Fields > Partner > Forms in Unifyr One Admin). You as the supplier can also manage this information in Unifyr One Admin in these areas: Partner Management > Providers > provider > Provider Details View > Profile Partner Management > Providers > provider > Provider Details View > Locator Profile (the description is used) Click Fields on Card then select a field from the drop down list. You can enter the field name in the Search field to filter the list. The selected fields will be displayed in the Locator Card in the order in which they're listed here. Change the order by dragging and dropping the fields in the list.
   Additional Fields on Details	[Optional] The information that will appear in each provider's details page, accessed when a prospective buyer clicks on their card in the Locator. You can choose any of your custom Partner fields to display here. The card references the information the partner has entered for these fields in Settings > Company Profile. What they have access to can depend on the fields you've provided in the Company Profile Portal form (see Forms & Fields > Partner > Forms in Unifyr One Admin). You as the supplier can also manage this information in Unifyr One Admin in Partner Management > Providers > provider > Provider Details View > Profile.
   Card Style	The layout of information in the cards in the locator. Choose one of these options: Standard (default) - details shown side by side in a 2 column layout Single column - all pieces of information and action buttons are stacked vertically. The card also includes a link to the partner/provider details. Note: Social Media and Website links aren't captured in this layout.
   Marketplace Button Text	[Optional] The label for the Marketplace button in the provider's card, if the option is enabled (see Marketplace below). The default label is Buy Now.
   Additional Features	Select any of these additional options for the Locator:
   Map View	Whether to display the providers on a map as well as giving a list of their cards. This view is recommended as it give users more context and visibility when searching for providers. When this is enabled, a Google Maps view is added to the Locator. The provider's address or addresses are geocoded onto the map. For more information about geocoding, see the Geocoding section of this article. For more information about the map, see the Sorting and Filtering in the Partner Locator section of this article.
   Partner Contact	Whether to display a Contact button in each provider's Locator entry. Clicking the button presents the contact form, which the prospect can complete. The information from the form is sent to the provider as a lead of type Locator.
   Marketplace	Whether to display a button linking to the provider's Marketplace in each provider's Locator entry. The default label for the button is Buy Now. You can customize the label in the Marketplace Button Text field.  The button references the value provided by the provider in the Marketplace URL field in Settings > Company Profile.
   Profiles	Whether to give users the option to view additional information about the provider by clicking on their entry.
   Custom Objects	Whether to include information from a Custom Object (custom information type) in the Locator. If you enable this option, you can choose the Custom Object to use, and select the columns (fields) from that object to display.

4. Click Save.

Provider Logos, Names, Address, and Social Media

In addition to the fields of custom information provided in a provider Locator entry (see Create a Locator above), these details will be included if they're available for a provider.

Locator Information	Origin in portal (provider)	Origin in Unifyr One Admin (supplier)
Logo	Company Profile Company Logo	Partner Management > Providers > provider > Locator Profile Logo
Name	Company Profile Company Name	Partner Management > Providers > provider > Profile Contact Name
Address(es) (listed in provider's information card and geocoded for pins in the map)	Company Profile Primary Address Address 1, Address 2 City Country State/Province Zip/Postal Code Additional Addresses	Partner Management > Providers > provider > Addresses Primary Address Other addresses
Short Address	Company Profile If country is USA or Canada: City State/Province For other countries: City Country	Partner Management > Providers > provider > Addresses > Primary City State Country
Social Media	Company Profile Social Media	Partner Management > Providers > provider > Locator Profile Social Links

Managing Locators

Locators are managed in Partner Portal > Locators. You may have multiple locators with different configurations.

1. Navigate to Partner Portal > Locators.
2. In the Locators list, find the Locator you want to edit. Click on it to access its details.

3. Make your changes, or delete the record, using these options:

   Tasks	Description
   Edit	You can edit any of the fields in the Locator settings.  Name Type Partner Groups Required Partner Details Partner Tier Program Filters Partner Fields for Card / Details Marketplace Button Text Additional Features For information about the fields, see the Creating a Locator section of this article.
   Delete	Click to delete the Locator. You're asked to confirm the deletion. Click Delete. Note: This action can't be undone once you've confirmed the deletion.

4. Click Save.

Adding the Locator in the Portal

To add a Locator to the portal, use a Custom Page with the Locator: [Locator Name] dynamic content widget.

1. Navigate to Partner Portal > Custom Pages.
2. Create a new Custom Page or open an existing one for edit.
3. Drag the Dynamic Content widget to the required location in the page content.
4. Click on the block and choose the Locator: [Locator Name] option. You'll see one of these for each Locator you've got available.
5. Click Save and Close for the Custom Page. The Custom Page is ready to be added to the portal - do this in the portal's site navigation.
6. Navigate to Partner Portal > Site Configuration.
7. Select the site view on which you want the locator to appear.
8. Drag the Custom Page into the required location in the sitemap.
9. Click Save and Close.

For information about custom pages, see Create or Edit a Custom Page.

For information about configuring your site navigation. see Manage Site Configuration and Navigation.

Embedding the Locator on a Website

To embed a Locator on a non-Unifyr One portal or a website, use its Javascript Embed Code. The code can be copied into another website to add the Locator to it, with no requirement to iframe the Locator in.

The embed code does not work on portal pages. Use the Dynamic Content widget instead. For more information, see the Adding the Locator to the Partner Portal section of this article.

1. Navigate to Partner Portal > Locators.
2. In the Locators list, find the Locator you want to edit. Click on it to access its details.
3. Go to the Embed Code - JavaScript field. Use the Copy to Clipboard option to pick up the code.

4. Paste the code to the required area on your website.

   If you experience issues with positioning your Provider Locator on your site using the script tag in the embed code, try including this HTML code after the embed code.

   <div id="zl_realLocatorContainer"></div>

Sorting and Filtering Providers

These actions occur when a Provider Locator loads:

• The Locator gets the user’s current location from their browser. The browser requests the user's permission to use it.
• The Locator displays search fields and filter options:
  • Search - Search fields to allow prospective customers to search by the Provider's name, address, state/province and/or country.
  • The filters you've configured for the Locator. For more information, see the Creating a Locator section of this article.

• If Map View is enabled, the Locator shows the 24 providers that are closest to the user’s current location.

  Here is an example of a Provider Locator Map:

  

  Notes:

  • Users can enter a specific address or zip code in the Search field to find providers near a certain location.
  • The user can click the View results near current location icon next to the Search field to revert to searching from their current location.
• If Map View is not enabled, the Locator uses the user’s location to set a default country filter, and shows the 24 closest providers, sorted alphabetically.
• A Load more link is provided to get the next set of 24 providers.

Lead Communication Process

If a provider's entry include a Contact option, and a user completes the contact form, a lead is generated in Unifyr One. This lead is then automatically distributed to the selected provider. Unifyr One makes use of the standard Lead Distribution process, including an initial notification to the provider via email or messaging that the lead has been assigned to them. The provider user that is set to receive Default Lead Notifications will receive the email. Emails can also be sent to Sales Reps, if the provider has these set up. For more information, see Notification: Lead Distribution.

The form includes a message field that is passed to the provider in the Lead Notes, located under their Distributed Leads, and in the Lead Notification Email.

From there, the Provider can accept the partner’s request or re-assign them to another contact in their Provider account. A contact from the Provider’s side will reach out to the partner regarding their request using the contact information you provide in the Contact Provider Form.

This is an example of a Contact Provider Form:

Note

If you would like to make any modifications to the Contact Provider Form, please reach out to your Unifyr One point of contact.

This is an example of the Lead Notification Email the Provider user will receive:

Locator leads are created with a Lead Source of Locator. They're shown in Leads & Deals > Distributed Leads in Unifyr One Admin.

Geocoding

Geocoding is the process of converting an address into a set of coordinates, that we can then use to plot a Provider on a map. We use the Google Map Geocoding API to do this.

This happens as a background process that runs every 2 hours, and we’ll process every Provider that has had their address updated.

We’ll only try to geocode providers that would be displayed by a locator - after considering any Provider groups that are selected for a locator.

Important

There will be a delay between creating a Locator and the first geo-coding of Providers.

Training

Related Topics

• Manage Individual Provider Details