Overview
As a provider, you work with suppliers to provide marketing services to partners through the Partner Portal. The supplier creates an account for you which allows partners to connect with you and access the services you offer. This brings value to the supplier by allowing them to vet credible providers. It brings value to you by opening opportunities as a preferred provider. It brings value to partners by simplifying their search for a provider who has the expertise and skill to maximize the supplier's channel offerings.
You decide which services you offer. This may include website development, event setup and management, content creation, or a range of marketing activities. The supplier then adds your offerings to campaigns and other marketing activities. From there, partners can request quotes from you to help them leverage the marketing materials the supplier provides.
Multiple partners may request your services and each partner who accepts your quote will be able to grant you either Full Access or On Behalf Of access.
Before You Begin
You must have been granted provider credentials by the supplier.
Contents
Click on the + for more detail
Provider Profile Settings
Your provider profile is where yourself and the services you can offer to partners. It is a key element in helping partners to choose your provider to help them succeed. The information you provide in the company profile will appear in a list on the Providers portal page. This information will also auto-populate as appropriate in forms, emails, campaigns, and other communications sent to customers.
- Log in to the portal using the provider credentials the supplier gave you.
- Navigate to
> Settings in the top right of the screen.
- Click Company Profile on the left side menu.
- Either link to or upload an image file of your logo.
- Add your company address.
- Provide a short description of your services. This will appear with your provider information on the Marketplace portal page.
- For the Full Description, you can provide more detailed information and use HTML formatting and images to further promote your services. This content will be visible to partners who click on your Provider Profile.
- [Optional] Add up to three additional resources to support your profile. This allows you to share promotional content with your users. For each resource, you should provide a user-friendly name. You can either link to an online resource by entering the URL or upload the file directly to the portal. Remember that if you are using the URL option, the resource should not require a sign-in.
Update Your Company Details
The company profile is basic information about your company. It is the information that people will need to communicate with and will auto-populate in campaigns, forms, emails, and other communications you send via the portal.
- Navigate to
- Click Company Profile on the left side menu.
- Edit the necessary fields in your company profile.
- Click Save.
Provider Access Levels
| Access Level | Associated Rights |
| Full Access | This level of access designates a single provider as a partner's chosen provider of record. |
| The provider can impersonate partners with complete access to the portal. | |
| The provider has full access to campaigns, activities, social, content, contacts, lists, and leads for the partner. | |
| On Behalf Of | The provider is given access to one or more specific activities or campaigns for the partner in the portal. |
Impersonate a Partner
If a partner grants you Full Access to their account, you will be able to log into their portal and impersonate them. This means that you can perform any action as if the partner were doing it. Here, the provider is Taylor Marketing, and the partner ordering their service is Rose Lane Resources.
- From the Provider home page, select Accounts.
- Click Sign in as User next to the partner you wish to impersonate.
- From the Sign in as User dropdown list, select the name of the partner to impersonate.
You will now be logged in to the portal as that partner. You can return to your provider account by clicking the link in the top black bar.
Comments
Article is closed for comments.