ZiftONE Partner Portal Glossary

ZiftONE Terms

This glossary lists all of the specialist terms that are used in ZiftONE.



Accelerated Delivery
This digital advertising delivery option shows your digital ads quickly until your budget is reached. With this option, your digital advertising can stop showing early in the day if your budget is spent.
A third-party business that supplies full-service activities (FSA) to partners. The agency may or may not charge a fee for their services. The supplier determines the fee structure. This fee can be paid with a combination of Marketing Development Funds (MDF) or partner out-of-pocket funds. Other terms for the agency include vendor and marketing agency.
Analytics Embed Code
Like visitor tracking of specific syndicated website plugin assets, embedding this JavaScript within a ZiftOne Partner Portal site allows Zift to track and report on visitors to the user’s website.
Ansira is a third-party company that manages partner marketing funds.
Application Program Interface (API)
An application program interface (API) is a programming language that allows two software programs to communicate with each other. The API defines the correct ways for a developer to write a program that requests services from an operating system or other application.


B2B Marketing
A third-party telequalification company responsible for handling all new incoming leads and qualifying them via phone and email.
A promotional image designed to encourage clicking to a page with more information or a form to complete. This content is not meant to live on its own page. This content is typically smaller and in the form of an offer or incentive. Banners are best suited to reside across the top of a web page.
A bounce occurs when a campaign (email, newsletter, etc.) is not delivered to a recipient.
 See also: Hard Bounce and Soft Bounce.
Bounce Rate

Website bounce rate—The percentage of people who land on a page on your website and then leave without clicking on anything else or navigating to any other pages on your site. A high bounce rate generally leads to poor conversion rates because no one is staying on your site long enough to read your content or convert on a landing page or other conversion event.

Email bounce rate—The rate at which an email was unable to be delivered to a recipient's inbox. A high bounce rate generally means your lists are out-of-date or purchased, or they include many invalid email addresses. In an email, not all bounces are bad, so it's important to distinguish between hard and soft bounces before taking an email address off your list.
Budgets allow you to define an amount of money for use by particular people or groups, for specific purposes.  Budgets in ZiftONE are set up to manage MDF monies made available to partners.
Business to Business (B2B)
Business to Business is the term used when "exchanging products or services between businesses rather than between business and consumers", according to TechTarget, an internet resource for business information.
Budget Summary
The Budget Summary is an overview of funding sources and the dollar amounts associated with each source.



Call to Action (CTA)
Any link inside marketing activities that directs the recipient to a registration form, white paper, video, or other destinations.
A campaign is a collection of marketing activities that include emails, email workflows, web plugins, print media, digital advertising, or any combination of these. A campaign can be supplier-provided, or you can create your own campaign. Creating campaigns allows you to gather data in one place for all the marketing activities around a specific product or service that is offered. Campaigns cannot be deleted but can be archived for later use if needed.
Certification is an acknowledgment of achievement for a user that has completed a course of training.
Channel is a system through which large companies work with smaller companies as a means of distributing their products or solutions to end-users. The smaller companies work as a third party to market and sell the larger company's products, services, or solutions. This creates a mutually beneficial relationship between the larger company (the supplier) and the smaller company who is selling their products (the partner).
Channel Account Manager (CAM)
Responsible for developing and supporting relationships with channel partners, enabling them to use co-marketing content, distribution, and analytics to gain visibility into the channel pipeline.
Channel Engagement Manager (CEM)
A Zift Solutions employee who is responsible for a particular supplier and the ZiftONE users that fall under that customer.
Channel Management
The implementation of the Channel Strategy, most often with an emphasis on recruiting partners, increasing partner adoption, and improving profitability through such practices and applications as Market Development Funds, Channel Marketing Automation platforms, CRMs, and Concierge Services.
Channel Marketing
The process by which a vendor (solutions originator) partners with resellers of various types to promote their brand, reduce marketing outlays, and drive sales for both the vendor and partner.
Channel Marketing Automation
The use of platforms that manage and integrate the channel marketing activities and track results, providing customized interfaces for both vendor and partner to create content and communications, ease distribution, and provide analytics to accelerate sales, build a brand, and maximize vendor and partner ROI for channel marketing.
Channel Marketing Management (CMM)
Channel Marketing Management platforms allow suppliers to maintain brand integrity and messaging consistency while increasing the cadence and effectiveness of partner marketing efforts. Key capabilities include automated co-branding and customization of content and sales materials, guided execution of supplier-provided marketing campaigns, automatic distribution of digital content directly to partner web sites, scheduled distribution of supplier-provided social content that appears as if it has come directly from the partner, and simplified lead management. CMM solutions also deliver increased insight into channel partners' performance and closed-loop reporting and analytics to identify which campaigns are working and why. Integration with other systems, like CRM (Salesforce) and PRMs, makes the CMM even more valuable (quoted from SiriusDecisions).
Channel Partner
A reseller of a supplier’s or manufacturer’s products and services expands vendor sales opportunities by utilizing the location, expertise, and additional services that partners can provide. Typically, partners will receive access to marketing collateral, campaigns, tools, and training. “Channel partner” can be a collective name for value-added resellers (VARs), consultants, system integrators (SIs), managed service providers (MSPs), and distributors.
Channel Sales
Indirect sales by a manufacturer or supplier to an end customer. Manufacturers will use the channel as a method of distribution in order to reach and sell to their market via channel partners.
Channel Strategy
A vendor plan that governs the decisions and management of marketing and sales through partner networks, uniquely configured channel sets that are designed to maximize sales and profits for the vendor’s products and services. Channel strategy includes choosing the numbers, types, locations, expertise, market segment, and scope of channel partners, shaping the structure and function of the network, which may include Value-added resellers (VARs), managed service providers (MSPs), consultants, systems integrators (SIs), original equipment manufacturers (OEMs), retailers, wholesalers, and distributors.
When your email, plug-in, social post, or other content, it is counted as a Click.
When a partner has paid for marketing activities, they can request reimbursement from the supplier by submitting payment Claims with associated documentation. The Claim can undergo a defined approval process.
Click-Through Rate (CTR)
Click-through rate tells you the percentage of people who’ve seen your ad, email, plug-in, social post, or other content that end up clicking on it. This metric can help you gauge how enticing your ad is and how closely it matches your keywords and other targeting settings. It is the total number of clicks that your activity or CTA receives divided by the number of opportunities that people had to click. It is an important KPI when measuring digital advertising performance.
Closed-Loop Reporting

Closed-loop reporting allows companies to keep track of leads from the beginning of the sales process to the end of the sales process.

Closed-loop reporting can help marketing teams a great deal in these ways:

  • Providing a person’s most up-to-date contact information for future nurturing campaigns.
  • Sharing how specific leads end up becoming a sale—were there particular marketing pieces that helped nudge them in the right direction? Reporting these experiences helps inform future campaigns and, in turn, makes for more conversions over time.
  • Sharing why certain leads did not close and fell out of the sales process—were they not educated enough to make a sale? Were they not ready to make purchasing decisions yet?

These are also a couple of ways that closed-loop reporting can help the sales team perform their job more effectively:

  • Giving them insight into what their current leads are engaging in on their site. If marketing is aware of a specific lead that a sales representative is working on, they can send them up-to-date information on actions that they are taking in terms of different marketing materials they are viewing.
  • Keeping marketing informed on what kind of content produces more informed and educated leads. Better educated leads usually make for easier sales.
Closed-loop reporting allows for increased visibility into the sales process for everyone involved and creates an enhanced ability to show the full story of lead interaction.
Co-branded Marketing
When two or more brand names function together on a product, document, web page, or event in order to reduce cost, increase exposure, and lower risk. Automated channel marketing solutions can lower the cost and complexity of content by enabling channel partners the opportunity to co-brand with their supplier more easily, efficiently, and effectively.
Collateral or Marketing Collateral
Collateral content is provided by suppliers to partners. It provides the means to build, mix, and promote business engagement and conversation. Collateral is meant to support and facilitate the promotion of a company, product, or service. It comes in many forms: audio, whitepapers, ebooks, case studies, microsites videos, images, banners, datasheets, PDFs, and more.
Collateral Programs
ZiftONE Collateral Programs are a collection of collateral packaged for partners by suppliers to use to achieve a common goal.
Company Details
Company Details settings store basic company details such as name, phone, and physical address. Once populated, the company details will default to your content. You can always edit the details, but once entered, the settings are easily available.
Company Profile
Each ZiftOne Partner Portal has a setting called Company Profile. The profile stores the company demographics, web plugin options, opt-in authorization, unsubscribe options, sharing permissions, language preferences, and company logo.
Concierge Services
See Managed Services.
A contact represents an individual person or business that may or may not want to receive materials. The contact has indicated an interest in establishing a relationship with the generator of the materials. Each contact record includes specific contact information such as name, address, city, state, and phone number.
Contact List
A contact list is a group of individual contacts that represent an individual person or business with specific contact information such as name, address, city, state, and phone number. Each contact record includes specific contact information such as name, address, city, state, and phone number.
Content Marketing
The publication of information of interest to drive prospects down the pipeline in any medium through any communications channel. Examples include blog entries, articles “placed” in industry media, video and slide presentations on sites such as YouTube and SlideShare, white papers, case studies, newsletters, and infographics.
Content Syndication (or syndicated content)
The process of distributing useful, interest-driving information from the vendor, who originates the content, through the partner, who can co-brand the content, leveraging their brand with the vendors. With a web plug-in from Zift Solutions, syndicated content adjusts automatically based on data about current website visitors. This dynamic content syndication allows you to target the interests of website visitors to deliver the most relevant content to the user. Delivering the right content at the right time greatly increases website visitor conversion rates.
Conversions (email/web plugin) are higher value clicks on links as a result of recipients clicking on the call to action (CTA) in an email or clicking links in website plugins. Items identified for conversion tracking by the supplier are high-value and signify a lead is hotter than a standard link. Conversions are intended to take the place of the form submissions and give a comparable lead score value.
Conversion Rate
Conversion rate measures the percentage of users who take the desired action. The web conversion rate means that someone has filled out the form and downloaded a particular asset. An MQL conversion rate means that person also meets specific predetermined qualification criteria, such as company size, industry, job title, frequency of visits, or specific pages visited. SQL conversion rate means that a person has a budget, authority need, and timeline. When they reach this stage, they become a qualified pipeline opportunity. This is an important KPI for measuring digital advertising performance.
A form of promotional allowance similar to MDFs. An accrual-based program that allocates dollar credits to partners based on performance, usually on a percentage basis.
Create Your Own (CYO)
ZiftONE users can Create Your Own campaign or email using their ZiftONE Partner Portal. Some suppliers provide a co-brandable CYO template. Other suppliers leave the design to the partner using the WYSIWYG editor.
Custom Contact Field
Custom fields help ZiftONE Partner Portal users target a specific audience when sending out a campaign. You can use custom contact fields to meet your needs by adding additional fields such as a nickname or phone number. As you learn more about your contacts, you may want to add custom fields to gather additional information.
Learn more.
Custom Email Footer
A unique email footer that displays at the bottom of every email the ZiftONE Partner Portal user deploys. The custom email footer helps manage your mailings and stay within the laws of your region. Using the footer will allow you to send an opt-in link in your emails.
Custom Pages
Custom Pages are individual pages that can be crafted for the partner portal site. These pages have tremendous design flexibility and can be added to different Partner Views for the partner portal site and can be filtered to be viewable by select Partner Groups. These pages are to be used alongside Zift's templatized Feature Pages.
The major enterprise that a ZiftONE Partner Portal user falls under. Also called the supplier, vendor, products/solutions provider, and manufacturer.
Customer Relationship Management (CRM)
Typically a software tool that allows companies to manage all aspects of a business relationship with potential and current customers. The technology allows you to associate data and communications with a specific contact in a single, accessible place for employees. Integrating a CRM with a ZiftONE Partner Portal can enhance the impact and value of the total solution for the Zift user. To streamline integration, ZiftONE has prebuilt connectors to many third-party CRMs, including Salesforce, Microsoft Dynamics, and SugarCRM.


Deactivated Contacts
When a ZiftONE user deactivates a contact, that contact will also fall to the suppression list. However, the deactivated contact's lead activity (such as email clicks and web views) will still display in the ZiftONE and ZiftONE Admin campaign statistics.
Deal Registration
A mechanism that tells suppliers when a new deal has been identified and is in development. It is a longstanding program that aims to eliminate potential channel conflict and provide better visibility into sales pipeline and performance.
A person or company that’s been given permission to sell a product or solution on behalf of a manufacturer or supplier. Usually associated with both B2B and retail sales and services but also has many different, company-specific parameters defined in the contract between a vendor and dealer.
Deep Link
A custom URL built to drive to one specific page within a supplier showcase.
Default Lead Owner
A selected user/member of the ZiftONE Partner Portal can be set to receive all lead notifications for the selected supplier. When leads are distributed from your supplier, leads will be assigned to default lead owners. The default lead owner will be assigned notifications on leads until the lead is assigned or reassigned to an appropriate sales rep. Default lead owners can be assigned by the supplier for partners with multi-subscription.
Demand Generation
A company’s full set of marketing programs that creates interest and drives sales, including integrated push/outbound marketing (such as email and other direct marketing, offers, and promotions) and pull/inbound (content marketing, advertising, and social media marketing programming).
Destination URL
The URL address of the page on your website that people reach when they click your campaign activities such as emails or social posts.
Distributed Leads
Leads distributed to partners by their suppliers to the ZiftONE Partner Portal.
A person or company that’s been given permission to distribute a product or service on behalf of a manufacturer or supplier, usually associated with the wholesale of consumer goods, customizable systems, heavy equipment, and electronic hardware. Also has many different, company-specific parameters defined in the contract between a vendor and distributor.



Embedded Access Apps
A suite of vendor and partner marketing and sales tools integrated (embedded) in one interface to facilitate collaboration between vendor and partner and thereby reduce partner marketing outlays and increase partner adoption and loyalty while reducing vendor outlays for channel management and sales growth. Embedded apps include such tools as MAPs, CRMs, CMSs, PRMs, social media schedules, major email clients, and access across multiple devices.
Electronic mail between sender and recipient using digital devices. Emails can be deleted within a ZiftONE Partner Portal.
Email Clicks
An email click or view is when the recipient of an email click on a link in an email sent from ZiftONE Partner Portal. The more clicks the email receives, the more successful we consider it.
Email Conversion
Email conversions are higher value clicks on links as a result of recipients clicking on the call to action (CTA) in an email or responding by clicking links in website plugins. Ideally, items are identified for conversion tracking by the supplier, are high value, and signify a lead is hotter than a standard link. Conversions are intended to take the place of the form submissions and give a comparable lead score value.
Email Credit
Email or mailing credit is the postage required for an email to be sent to a single recipient. Partners receive email credits every month. One email credit equals one email send. Large batches of emails are limited to 2500 emails at a time. More credits can be purchased, but sends must follow all of the spam laws.
Learn more.
Email Open Rate or Email Opens
Email opens refers to email open rates. It is the number of times an email sent from ZiftONE Partner Portal is opened.  
Email Service Provider (ESP)
A company that offers email marketing or bulk email sending services (such as MailChimp, CakeMail, and Constant Contact).
Email Summary Report
The email summary report shows the partner how well their sent emails are performing, the number of lead captures, and lead conversions.
End User
The individual that uses the ZiftONE Partner Portal. 


Any tracked interaction with a partner's marketing activities, including email opens, clicks, and unsubscribes; website views and clicks; digital ad views and clicks; social media clicks, likes, and shares; telequalification events; and form submissions.
Evergreen Social Posts
Evergreen social posts do not reference any specific event of timeframe, so they can be published at any time. We call these Library Posts in the ZiftONE Partner Portal.


Feature Bundles
Groups of pre-built pages around certain features in the partner portal. These groups allow you to add pages around similar functionality to your site navigation in one click. Typically, Feature Bundles include a first and second level navigation. For example, the Campaigns Feature Bundle will include the My Campaigns, Browse Campaigns, Browse Emails, and Browse Promoted Activities pages.
Feature Pages
Pre-built, individual pages around specific features available in the partner portal. For example, you can add the pre-built Browse Campaigns page anywhere in a Partner View.
A filter is a tool designed to examine any input or output request for certain qualifying criteria and then process it accordingly. Filters limit the amount of scrolling required and return results quickly, making it easier to find specific information.
 Full-Service Activity (FSA)
A full-service activity is a marketing activity that partners can purchase with Marketing Development Funds (MDF). Full-service marketing activities are executed by a third party.



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Hard Bounce
A hard bounce is generated when you try to send an email to an address or domain that no longer exists. If you are consistently generating a hard bounce rate higher than 5%, there may be a serious problem with how you are populating your lists.
HyperText Markup Language (HTML)
Google uses this definition: "HTML is a standardized system for tagging files to achieve font, color, graphic, and hyperlink effects on web pages."



An impression is counted each time your ad is shown on a search result page or viewed by a visitor. Each time your ad is located and loaded, an impression is counted. Impressions indicate the reach of the ad and provide an estimate of the number of people seeing the ad.
Incentive Management
The planning and execution of a partner incentive strategy. An ideal strategy touches the pocketbooks of key stakeholders working for partners, from owners to sales reps, and uses MDFs, segmented and tiered contracts rewarding improved performance, promotions and offers, Salesforce rewards, and other primarily financial incentives for partners to favor the vendor’s products or services.


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Landing Page
The landing page is the page a user visits by clicking a link in digital ads, email, web plugin, or social post. Users land on the page after taking action. 
Landing page experience
One of the several factors that help determine a keyword's quality score. The experience of a landing page is represented by such things as the usefulness and relevance of information provided on the page, ease of navigation for the user, and how many links are on the page.

A lead represents a potential sale of a product or service. Leads represent contacts interacting with a ZiftONE marketing campaigns or activities. Typically, this person has submitted a registration form in return for an offer of an asset such as a white paper, case study, or datasheet.

  • Example: The path of a lead.

For the purposes of our campaign within ZiftONE, leads are participants who have been telequalified, and their lead level has been established. Once a participant has been converted into a lead, they will either be passed to the partner or will be placed into an email marketing nurture campaign based on lead level.

  • Lead Level 0 Not a valid lead. This lead will not be placed into the email marketing nurture program.
  • Lead Level 1 A possible opportunity has been found, we are gathering account, contact, and participant information. This lead level will be placed in the email nurture campaign.
  • Lead Level 2 B2B has contact and account information and a name for the participant. This lead level will be placed in the email nurture campaign.
  • Lead Level 3 B2B knows the participant's business needs, in their terms. This lead level will be placed in the email nurture campaign.
  • Lead Level 4 B2B has confirmed the prospect will be making a purchase and that the partner will have access to the key decision-maker. B2B alerts the prospect that a member of the partner’s team will be reaching out with a calendar invite to discuss this possible opportunity. The lead will then be passed to the partner through an email notification from the Zift system.
Lead Deactivation
Leads can be deactivated in ZiftONE Partner Portal, making them inaccessible. The lead will move to the account suppression list. Leads and contacts can be deactivated in three ways: from within the ZiftONE Partner Portal account, from within the lead notification email sent out, and from within the user's CRM if one is used.
 Lead Distribution
The process of the vendor transmitting lead data to partners with solutions and products likely to match the lead’s interests and needs. Often automated distribution to tools, such as CRMs, and processed/sorted according to integrated parameters, such as partner and lead business classification, location, expertise, and scope of services or product expertise offered and needed.
Lead Distribution Management (LDM)
An application-based process used by vendors to evaluate, distribute, and monitor leads to accelerate sales and optimize profits by matching leads to partners.
Lead Generation
Strategy and processes used to identify and elicit a response that presents a lead nurturing opportunity, often with both outbound and inbound marketing communications and activities.
Lead Nurturing
The strategy and process of driving a lead from initial interest down the pipeline to a sale, sometimes counted as progressive “touches”—for example, email, a submitted form for content download or viewing, social media activity, and content marketing—all leading to sales touches and a close.
Lead Registration
The process of registering or referring a lead and disclosing it to your supplier. This process is valuable because it helps minimize the friction that potential competition for the same deal might cause with your suppliers’ internal sales teams or other partners.
Lead Scoring
The process of assigning a score to a lead based on the digital body language which they have shown. For example, assigning x number of points to someone for visiting a particular page on a company’s website.
Library Posts
Social library posts are an additional resource outside of the ZiftONE Partner Portal social streams. These posts can be used as a supplement to the supplier social stream posts. The Social Media Library contains supplier-provided posts that are available for you to use. They are typically evergreen—meaning that they don't reference any specific event or time frame—so they can be published at any time.


Managed Services
A set of à la carte marketing services supplementing a core solution—for instance, providing a channel partner a custom email template with associated landing pages and content for a particular offer or to suit the interests and needs of a specialized market.
Mark as Reviewed
Content managers associated with specific content can click Mark as Reviewed to remove content from the list of content that needs to be reviewed.
Marketing Automation Platform (MAP)
A platform or technology for marketing organizations that automate intelligence, activities, and workflows, allowing measurement and distribution on multiple channels online (such as email, social media, and websites). Examples of these platforms include Eloqua, Marketo, and Hubspot.
Market Development Funds (MDF)
Funds or credits are given to dealers, distributors, VARs, and other channel partners to encourage their marketing activities and increase channel sales. For example, the vendor sponsoring the use of a channel marketing automation platform for co-marketed, co-branded, value-added products and services.
Marketing Role
Each user is assigned a role when the account is set up. Roles for the ZiftONE Partner Portal are Marketing, Sales Rep, and Administrator. Possible roles for ZiftONE Admin are Administrator, CAM, and User.  
Marketing Qualified Leads (MQL)
MQL is commonly defined as a prospect who has become a lead by filling out marketing offers that indicate a high level of interest in the company's products or services. These should be defined and agreed upon by marketing and sales teams.
A quantifiable measure that businesses use to track, monitor, and access the success or failure of various business processes.
A microsite is part of a website with independent links that are accessed from a larger site. Microsites are usually stand-alone pages.


Nurture Campaign
A nurture campaign is a group of multi-touch emails to help the buyer through the Buyer's Journey. This will allow for prospects to receive further email marketing communications from the partner (managed by Zift). The prospects may or may not fill out a form on the landing page. After prospects are emailed through our nurture campaign, they will receive a lead status level. Based on their lead status level and interaction with the nurture campaign, they may be eligible to return to B2B for further qualification.
Nurtured Lead
A nurtured lead is a lead that has traveled down the sales pipeline from initial interest to a sale. The nurtured lead has interacted with various tactics such as email, a submitted form for content download or viewing, or social media activity. A nurtured lead will have gained lead scoring points of level that has been defined by you.



Opportunity is commonly defined as a sales qualified lead that a sales representative has communicated with and believes has a legitimate chance at becoming a customer.
Opt-in Authorization
Opt-in authorization is a term used in email marketing. Email recipients are given the option to agree to receive email marketing materials. Opt-in authorization is when the recipient of the email agrees to receive an email from a ZiftONE Partner Portal user. Sending emails to recipients that do not opt-in can result in getting suspended from your email service provider for sending SPAM.
Original Equipment Manufacturers (OEMs)
A technology provider that distributes a product produced by another company under its own brand name.
Overview Report
The overview report provides ZiftONE Partner Portal users their account metrics at a glance. The report provides data on email opens, email clicks, web views and clicks, form submissions, and leads. Additionally, the report shows recent activity for leads and companies and assets for website plugins and mailings. It is a listing of top leads by email opens, numbers, and percentages. The leads can be exported to a CSV file.


A page is a single page of content that is added to a site. Each page can be added to multiple sites. See Create or Edit Partner Portal Pages for more information.
Panel or Showcase
Panels are also called web plugins, content syndication, or product showcases. Panels allow you to automatically and easily display supplier-provided content (syndicated content) such as rotating offers, videos, lead capture forms, product showcases, and downloads, such as whitepapers and case studies, on your website. Panels can be single- or multi-page and are embedded within a site, fitting seamlessly in like other non-syndicated pages. This dynamic content syndication allows you to target the interests of website visitors to deliver the most relevant content to the user. Delivering the right content at the right time greatly increases website visitor conversion rates.
Participant is a grouping of contacts you have selected to receive email communication that can be manually or dynamically added. Participants can be associated with an activity. Once participants are associated with the activity or order in ZiftONE Partner Portal, you can export a list of participants for a sales rep to contact in an effort to develop leads through the sales pipeline. You can easily mark participants as leads.
A company that partners with a manufacturer or supplier to market and sell the manufacturer's products, services, or technologies. Also known as a reseller.
Partner Adoption
Services or initiatives to generate enthusiasm, drive registration and increase engagement with your channel partners.
Partner Business Manager (PBM)
PBM is the vendor representative responsible for channel business planning, partner relationships, and through-channel marketing and sales, usually for a segment of vendor partners. Partner business manager is also known as Channel Account Manager (CAM).
Partner Default Fields
When personalizing a campaign or email, there are certain fields that will default to the original setting the ZiftONE Partner Portal user chooses. For example, once users set their company logo in one campaign, subsequent emails will default to the same logo unless otherwise instructed.
Partner Demand Center (PDC)
A central platform that allows channel partners to easily engage in co-marketing programs and access customizable resources.
Partner Enablement
The strategy and provision of application-based tools, content, training, MDFs, partner adoption programs, and other activities a vendor can sponsor that accelerate the sale and add value to the vendor-partner relationship.
Partner Level
Partner levels are established by the supplier (client) for partners or marketing agencies.
Partner Marketing Manager (PMM)
The person in the partner marketing manager (PMM) role has responsibilities for providing marketing support for partnership strategy including creating and executing marketing programs and materials that create awareness, generate leads, strengthen relationships, and leverage partner channels and platforms for maximum sales and branding benefit.
Partner Portal
The partner portal is the top level URL where you will publish content for your partners. A partner portal may have as many subpages, or sites, as required.
Partner Relationship Management (PRM)
An application-based process that allows organizations to manage channel partner relationships, often using SaaS-based software applications.
Partner Tiers
A Partner Tier is a partner level set by your supplier that can be attained by reaching certain goals, including marketing actions, training, deals, or other supplier-specific criteria.
Partner Tier Program
Partner Tier Programs include one or more Partner Tiers. Each Partner Tier in the program includes a different set of criteria that must be met to attain it.
Portal Posts
Portal Posts are dynamic content that allow suppliers to quickly publish company news, blog posts, and industry insights to partner portal pages.
A transaction processed as part of the Marketing Development Fund (MDF) process. A partner asks for approval for funding from the supplier before engaging in an activity. The supplier approves the Pre-approval for use of MDF, which can involve a defined approval process. The partner then has confirmation that expenses will be paid by the supplier.
A prospect is defined as a website visitor who has signed up to receive blog updates, company newsletters, or emails.
In ZiftONE, the term Provider refers to an agency who can provide supplier-approved, 3rd party services to a partner.



Quality Score
Quality Score is an estimate of the quality of your digital ads, keywords, and landing pages. Higher-quality digital ads can lead to lower prices and better ad positions. Quality score is reported on a 1–10 scale. The more relevant your digital ads and landing pages are to the user, the more likely it is that you'll see higher quality scores.


Any email or campaign recipients who are not ZiftONE Partner Portal users but have been added to ZiftONE Partner Portal. Recipients can be set up to receive certain system notification emails from the ZiftONE Partner Portal user.
 Registered Lead
Contacts that the partner registers with their suppliers for the purpose of sharing contact information for potential sales are called registered leads. Registering a lead notifies the supplier that you are working with a particular customer and may result in additional support from the supplier during the sales cycle. Partners can only register contact information with a supplier once. Registering a lead for a previously registered contact will produce an error.
How closely the elements of your campaign match what a person seems to be looking for. When people see your emails, web plugins, print media, digital advertising, or any combination of these, they should be able to understand what kind of product, service, or other content they'll find on your site.
Return on Investment (ROI)
"Return on Investment is usually expressed as a percentage and is typically used for personal financial decisions to compare a company's profitability or to compare the efficiency of different investments. ROI = (Net Profit/Cost of Investment) x 100, " according to InvestingAnswers, an internet resource for financial questions. Return on investment is key when measuring pipeline revenue. It helps you measure how much revenue is in play based on the average value of the solution being promoted and the number of qualified leads from a specific campaign. This is an important KPI for measuring digital advertising performance.



Sales Force Automation (SFA)
Represented by a number of players and flavors, sales force automation (SFA) provides rich information, real-time tracking, lead distribution, and sorting of contact lists by various criteria to share information and to nurture, drive, and close leads.
Sales Qualified Leads (SQL)
SQL is commonly defined as a marketing qualified lead that is deemed by the sales team to be ready for contact after thorough research and investigation. The sales and marketing teams need to work together to identify which triggers are put in place to identify the transition between MQL and SQL.
Sales Representative Role
Sales representatives (sales rep) are partner users that are restricted to seeing only their assigned lead profiles and event timelines. Users with this role do not log in to the Partner Portal, but rather, manage leads assigned to them via emails from the platform.
Sandbox Environment
A sandbox is a development environment that isolates untested code in the context of software development including web development and revision control.
Search Engine Marketing (SEM)
Search engine marketing is a form of Internet marketing that involves the promotion of websites by increasing their visibility in search engine results pages (SERPs) primarily through paid advertising.
Shared Analytics
When a vendor and partner share selected real-time analytics of automated marketing activities and results, improving the responsiveness and time-to-sale of both.
Short Message Service (SMS)
Commonly referred to as text messaging. A service for sending short messages of text to mobile devices, including cellular phones, smartphones, and tablets.
Showcase or Panel
Showcases are also called web plugins, content syndication, or panels. Showcases allow you to display supplier-provided content automatically and easily. This content might be in the form of rotating offers, videos, lead capture forms, and downloads, such as whitepapers and case studies, on your website. Showcases can be a single- or multi-page and are embedded within a site fitting seamlessly in like other non-syndicated pages. This dynamic content syndication allows you to target the interest of website visitors to deliver the most relevant content to the user.
Single Sign-On (SSO)
Single sign-on (SSO) is a session and user authentication service that permits a user to use one set of login credentials (name and password) to access multiple applications. The service authenticates the end-user for all the applications the user has been given rights to and eliminates further prompts when the user switches applications during the same session. On the back end, SSO is helpful for logging user activities and monitoring user accounts. This definition is quoted from Tech Target.

ZiftOne customers who utilize a single sign-on portal will require their partners to access the ZiftONE Partner Portal via the suppliers SSO portal. The SSO portal will always live on a different URL than   ZiftONE
A site is an area within your partner portal which provides structure to the way information is presented. See About Portal Sites for more information.
Snap Shot Dashboard
A view in ZiftONE Partner Portal where you can view any feature activities that require additional personalization or scheduling. The dashboard was designed to step a user through processes.
Social Form
ZiftONE Partners have the option to include a social form with each social post they send out from ZiftONE. This form requires anyone trying to engage with a ZiftONE produced social post to provide basic information about themselves (such as name, email, company name).
Social Media Account
A personal or business account within a social media platform such as Twitter, Facebook, or LinkedIn.
Social Media Syndication
The social media content that is created by the supplier for the ZiftONE Partner. The supplier develops the strategy and the process of producing social media content with templates ready for co-branding and distribution by or through partners. The content often contains calls to action (CTA) or content linking to related posts/tweet topics. The ZiftONE Partner can push social content to their connections and followers using supplier-based content that is continuously updated by the supplier.

Depending on desired settings, partners may need to act on the available social media posts from suppliers to push the content to their followers. Partners can always create, edit, schedule, approve, ignore, or delete social media posts. Additionally, partners can add mentions (with @), hashtags (with #), and images.
Social Streams
Social streams are a compilation of the ZiftONE Partners' social media accounts that are connected to their ZiftONE account, the social post topics, and the way each post is configured to deploy. Some suppliers offer a single stream, while others break their social content by product or topic. You can turn content off and on depending on product or topic.
Soft Bounce
A soft bounce is a temporary error that does not result in the removal of the recipient from the mailing list but may delay delivery to that person. Your email reaches the server but is bounced back before it gets to the intended recipient. A soft bounce might occur if a server is temporarily unavailable or if a mailbox is full. After three failed delivery attempts, it is considered a hard bounce.
Spam is defined by Merriam-Webster as "unsolicited usually commercial email sent to a large number of addresses."
Standard Ad Delivery
The default digital ad delivery option tries to show your digital ads throughout the entire day to make sure that you don't spend your whole budget in the morning and cause your digital ads to stop showing for the rest of the day.
Statement of Work (SOW)
A document, routinely employed in the field of project management, which defines project-specific activities, deliverables, and their respective timelines, all of which form a contractual obligation upon the supplier in providing services to the partner.
A form submission through an email landing page (such as gated asset or event registration), a web plugin (such as gated asset or contact us), or a social form.
The ZiftONE Partner Portal is referred to as a subscription. One user can have multiple subscriptions across suppliers (clients).
The major enterprise that a ZiftONE user falls under. Suppliers might also be referred to as customer, vendor, products/solutions provider, or manufacturer.
Suppression List
The suppression list is a list that contains email addresses that are permanently excluded from your email lists. All future emails are stopped. The list is comprised of contacts that have opted out/unsubscribed from the ZiftONE user’s email marketing. All contacts deactivated by the ZiftONE user will also fall to the suppression list. No user in the ZiftONE Partner Portal account can accidentally email these addresses once they have been added to the suppression list.
System Integrators
People and companies specializing in combining an organization’s business processes and applications into an integral, coordinated whole that shares and processes information more effectively and efficiently.
System Notification Emails
ZiftONE will send users system notification emails regarding features such as supplier messages, web analytics, and social content approval. Users can select to turn notifications on or off to meet their needs.


When leads are qualified by trained staff making direct calls and follow-up emails to leads. This is done by a third-party vendor.
Through-Partner Marketing
The process of vendor establishing co-marketing programs with partners, usually involving co-branding, to adapt to the increasing share of vendor sales through channel networks or clusters. A collaborative model of channel marketing.
Through-Partner Marketing Automation (TPMA)
An application-based solution that manages through-partner marketing by integrating partner and vendor marketing activities and analytics to result in accelerated sales and lower costs for both channel players.
Top Companies Report
The top company summary captures data from the top companies for each partner. The report shows the partner the company a website visitor is a part of, how many times the visitor has viewed the partner’s website, and any leads generated.
To-Partner Communications
To-Partner Communications features allow suppliers to communicate directly with their partners. They can come in the form of emails and/or pop-up messages on the partner portal homepage.
Tracking Options
ZiftONE users can track the visitors to their website as long as they have the Zift Analytics Embed Code embedded into their company site. Users can track all website visitors, or track them by specific country.



Unsubscribe Link
Every email or mailing sent as part of a campaign must include an unsubscribe link. Clicking the unsubscribe link unsubscribes the email recipient from an online subscription. Recipients can also manage subscriptions and opt-out of all emails.
The number of recipients that unsubscribed/opted out and no longer wish to receive the ZiftONE user’s email marketing. Opt-out is canceling the permission granted with an opt-in.
User Achievements
User Achievements are tangible accomplishments that are set by suppliers that partner users can complete to earn points in the partner portal. User Achievements are earned at the user level by completing specific criteria, such as sending an email or completing a certification.
User Roles

Learn about ZiftONE Partner Portal roles

Learn about ZiftONE Admin Roles.

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Value Added Reseller (VAR)
An organization that enhances the value of a product that it resells as part of a package by adding value with complementary features or services. For example, in the software industry, a VAR may combine their suppliers’ products with proprietary software, training, and implementation assistance.
Value Proposition
The value proposition is the innovation, service, or feature intended to make a company or product attractive to customers.
Variable Fields for Zift
ZiftONE Default Merge Fields
General Field Merge Field Name General Field Merge Field Name
Partner Name [PartnerName] Postal Code [PostalCode]
First Name [FirstName] Country [Country]
Last Name [LastName] Company Name [Company]
Email Address [EmailAddress] Title [Title]
Mobile Phone [MobilePhone] Description [Description]
Work Phone [WorkPhone] Industry [Industry]
Address Line 1 [Address1] SIC code [SICcode]
Address Line 2 [Address2] Website [Website]
City [City] Annual Revenue [AnnualRevenue]
State [State] Employee Number [EmployeeNumber]



The credit card icon appears in the header of ZiftONE Partner Portal when using the MDF feature. It is how you will access your funding wallet. See Marketing Fund Management.
Web Clicks
Web clicks are sometimes called clicks. When someone clicks your ad, it counts as a click. Click-through rate (CTR) tells you how many people who’ve seen your ad end up clicking on it. This metric can help you gauge how enticing your ad is and how closely it matches your keywords and other targeting settings.
Web Plugin
ZiftONE users can embed JavaScript code in their company websites that promotes their partnership with suppliers. The plugin can be in the form of product/solution showcases, landing pages, banners, microsites, blog posts, informational pages, free trials, demos, application solutions, subscriptions, and others.
Web Plugin Conversion
Web plugin conversions are higher value clicks on links as a result of recipients clicking on the call to action (CTA) in an email or responding by clicking links in website plugins. Ideally, items are identified for conversion tracking by the supplier, are high value, and signify that a lead is hotter than a standard link. Conversions are intended to take the place of the form submissions and give a comparable lead score value.
Web Views
In email marketing, we count the number of times the email recipient clicks the call to action. The recipient clicking a link and viewing the associated web page is considered a web view.
Website Tracking
The analysis of visitor behavior on a website. Analysis of an individual visitor's behavior may be used to provide the  ZiftONE partner valuable information regarding what services potential customers are interested in. It can also provide metrics around how successfully ZiftONE plugins, campaigns, or social media posts are performing.
A smaller piece of content that is not meant to live as its own page. Usually in the form of a special offer or incentive. Widgets are best suited to reside in a sidebar.
According to BusinessDictionary.com, a workflow is a "progression of steps (tasks, events, interactions) that comprise a work process, involve two or more persons and create or add value to the organization's activities. In a sequential workflow, each step is dependent on the occurrence of the previous step; in a parallel workflow, two or more steps can occur concurrently."

In ZiftONE, the workflow is a series of automated marketing activities. Based on the recipient's behavior or criteria, the next marketing activity is triggered. Workflows allow Zift users to send the right message to the right person at the right time.
A WYSIWYG ("what you see is what you get") editor is similar to a word processor. The editor allows you to see on the screen exactly what will appear when the document is published.



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Zift Solutions
The company that is running your digital advertising campaign on your behalf in conjunction with other third party vendors. Zift provides expertise in channel marketing services while supporting IBM co-marketing programs and IBM’s digital content marketing platform for business partners.
zPage Parameter
A unique identifier that is assigned to every single page in a supplier showcase.
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