Company Profile

Important:

Administrative permission is required to access the ZiftONE Settings. For more information, contact your supplier's point of contact.

Overview

Portal settings allow designated primary contact users to perform some administrative tasks for their organization.

If you are a designated user, you will be able to access the necessary tools and options through the Profile menu in the top right of the application page.

portal_profile_menu.png

Before You Begin

The options available will vary by supplier. The sections below assume that you have been granted the necessary credentials and are logged into the portal.

Contents

Click + to expand each section.

Update Your Provider and Partner Details

Partners and Agency Providers have the opportunity to edit the Company Profile setting to promote their marketing, services,  and technology resources to partners. You can display a logo image, add a short description (500 characters), and full description (images, lists, formatting, full WYSISYG) and upload a few resources such as case studies or one-pagers.

To edit the company information or the locator profile, follow these steps. 

  1. Navigate to Profile Settings.
  2. Click Company Profile on the left side menu.
  3. Edit the Company Details to comply with SPAM email regulations.

     Parameter

     Type 

    Description 

    Company Name Text Enter the company name. This is a required field to send mailings.
    Company Logo Image  Upload a logo.
    Website URL URL Enter your website URL.
    Time Zone Number Select the Coordinated Universal Time (UTC) for your location. This is the time zone that the system will use for scheduling messages and processing. Your experience is customized based on your browser's time zone. If the time zone is changed, a notification is sent to the Administrator identified during set-up. Not sure which time zone to pick? Check out our table below.
    Phone Number Enter the phone number.
    Fax Number Enter the fax.

    Address 1

    Text Enter the address. This is a required field to send mailings.

    Address 2

    Text Enter the second line of the address if there is one.  

    City

    Text Enter the City name. This is a required field to send mailings.

    Country

    Drop-down Enter the Country name. This is a required field to send mailings.

    State/Province

    Drop-down Enter the State/Province. This is a required field to send mailings.

    Zip/Postal Code

    Number Enter the Zip/Postal code. This is a required field to send mailings.

    Opt-In Authorization

    Checkbox Add global opt-in authorization to your emails.

    Unsubscribe Options

    Checkbox Add unsubscribe options to your emails.

    Share Permissions

     

    Indicate if you would like to share contacts, accounts, and campaigns with suppliers via their PRM. This is a global setting and not specific to individual suppliers.

    1. Share Contacts with supplier shares data from both Zift and your integrated CRM.
    2. Share Accounts with supplier shares data from both Zift and your integrated CRM.
    3. Share Campaigns with supplier shares data from both Zift and your integrated CRM.

Update Locator Profile

Suppliers can embed a Partner Locator on their website to connect potential buyers with partners in their area. You can edit your Partner Profile settings to promote your marketing, services, and technology resources to potential buyers. You can display a logo image, add a short (500 characters), and full description (images, lists, formatting, full WYSISYG) and upload a few resources such as case studies or one-pagers.

To edit your Company Details or your Locator Profile, follow these steps.

  1. Navigate to Profile Settings.
  2. Click Company Profile on the left side menu.
  3. In the Locator Profile settings, complete the following:

    Parameter  Type  Description Locator Display
    Locator Profile  Text  This text is displayed on the Locator when a user clicks on the partner card.  The Locator will display a single card and a single map pin for each partner. The address that is used here will depend on the location of the user and any search criteria that is used. We attempt to show the most relevant address.
    Marketplace URL URL   This will appear as a Buy Now button for users. This option is only visible if it is enabled. You can link to the list of your available offerings here. The Locator will display a Buy Now button on the Profile card as shown in the example below.
    Social Media URL   This is the link to the partner social media accounts.   Social media icons will display on the Profile card as shown in the examples below. When the user clicks the icon they will be taken to the partner's social media account.
    Additional Addresses Text  Multiple partner addresses can be added to the Partner Locator.  These will display on the partner or provider card. When searching on the locator, a partner will be displayed if any of their addresses match the criteria. 
  4. Click Save.

Many suppliers will also include a Map view on their Provider and/or Partner Locator so that users can more easily find providers or partners near them. Here is an example of a Partner Locator Map:

locator-with-current-location.png

Notes:

  • Users can enter in a specific address or zip code to find partners near a certain location.
  • When the Locator Icon next to the search bar is clicked, the user will see the providers or partners available near their current location.

Here is an example of a Partner Locator card that buyers might see on your supplier’s website. mceclip2.png

 

Note: If a user clicks the Contact button, a Lead form is displayed for them to complete. Leads generated by this form can be seen in the following places:

  • By the partner under ZiftONE Partner Portal > Lead Distribution. The partner can accept or decline the lead. If the partner has auto-accept leads turned on, the partner will not have the option to accept or decline the lead. 
  • Partners are notified via email and messaging that a lead has been assigned to them.

Time Zones

The time zone set in your company profile is the one the system uses for scheduling messages and processing. Your overall user experience is based on your browser's time zone. Time Zone mapping is done based on +/- UTC.

  1. Navigate to PortalSettings.
  2. Click Company Profile on the left side menu.
  3. In the Time Zone field, set your time zone as required:

    TimeCode TimeZone Time Difference from UTC Description
    HST HST-10 -10 Hawaii Standard Time
    AST -9 -9 Alaska Standard Time
    PST PST-8 -8 Pacific Standard Time
    MST MST-7 -7 Mountain Standard Time
    PNT PNT-7 -7 Phoenix Standard Time
    CST CST-6 -6 Central Standard Time
    IET IET-5 -5 Indiana Eastern Standard Time
    EST EST-5 -5 Eastern Standard Time
    PRT PRT-4 -4 Puerto Rico and US Virgin Islands Time
    BET BET-3 -3 Brazil Eastern Time
    CNT CNT-3 -3.5 Canada Newfoundland Time
    AGT AGT-3 -3 Argentina Standard Time
    UTC UTC-0 0 Universal Coordinated Time
    GMT GMT-0 0 Greenwich Mean Time
    HST ECT+1 +1 Central European Time
    ECT HST-10 +1 European Central Time
    MET MET+1 +1 Middle European Time
    ART ART+2 +2 (Arabic) Egypt Standard Time
    CAT CAT+2 +2 Central Africa Time
    EET EET+2 +2 Eastern European Time
     EAT EAT+3 +3 Eastern African Time
     NET NET+4 +4 Near East Time
    PLT PLT+5 +5  Pakistan Lahore Time
    IST IST+5 +5.5  India Standard Time
    BST  BST+6  +6 Bangladesh Standard Time
     VST VST+7 +7 Vietnam Standard Time
    CTT CTT+8 +8 China Taiwan Time
    ACT ACT+9 +9.5 Australia Central Time
    JST JST+9 +9 Japan Standard Time
     AET AET+10 +10 Australia Eastern Time
    SST SST+11 +11 Solomon Standard Time
    NST NST+12   +12 New Zealand Standard Time
    MIT MIT+13 +13 Midway Islands Time
           
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