Manage Collateral Programs

Unifyr Support
Unifyr Support
  • Updated

Overview

Note

Collateral programs currently support Library Content only. Co-brandable PDFs and Co-brandable Videos cannot be added to Collateral Programs at this time.

Collateral programs allow you to provide partners with sets of complementary content that they can use individually or in combination. They also help you manage your digital assets, for example by seasonal theme or product line. 

Collateral programs are most strongly associated with the Enable stage of the partner journey when they need to efficiently communicate your marketing messages to customers. By delivering this content through collateral programs, you can ensure that your partners have everything they need available in one place when the time comes for them to communicate with prospects and customers. Content is standardized across all eligible partners.

One of the most powerful applications of collateral programs is to create sales playbooks that align with the customer journey.  This allows partners to quickly access the different media resources and collateral that you produce and distribute them to prospects at the right time. 

Intended Audience

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

Before You Begin

  • Add Collateral Program pages or widgets to your partner portal site. These options are available:
    • Add the Collateral Feature Bundle to your site navigation. This includes the Browse Collateral, Browse Programs, and My Collateral pages, where your partner can find, download, and use the content they need. For more information, see Feature Bundle: Collateral and Manage Site Configuration and Navigation.
    • Add the Browse Programs feature page to the site navigation as a standalone page, to allow your partners to browse all the programs for which they are eligible.
    • Add the Browse Campaign Dynamic Content widget to a Custom Page in your portal. This widget provides access to a single specified collateral program. For more information, see Add Dynamic Content.
  • Add Collateral to the Collateral Library. Although you will be able to create your collateral programs without pre-existing collateral in the library, we recommend creating individual pieces of collateral and then creating the program or container for the content. For more information, see Add/Manage Content in the Collateral Library.
  • Have content tags ready (of type Library Content):
    • Categorize your Collateral Programs
    • Categorize your Collateral assets for you and your partners, and can be used as the basis for rules that auto-populate a Collateral Program with Collateral assets.

Contents

Click + to expand the section.

Create a Collateral Program

  1. Navigate to Library Content > Collateral Programs.
  2. Click Create Collateral Program.

  3. Provide the following information:

    Parameter  Type  Description 
    Name Text  Internal identifier for this collateral program.
    Display Name  Text  Partner-friendly display name for this collateral program.
    Description  HTML  Information describing the purpose and high-level information about this program.
    Effective Date Begin   Date Selector When this program will be available for partners in the portal.
    Effective Date End   Date Selector When access to this program will be removed.
    Thumbnail Image   File Upload 

    The image that identifies this program.  

    Upload an image - maximum file size 2MB. 
    Enforce partner filters from individual assets Checkbox

    Enable this option to have the partner filters set for each asset you add to the program dictate what content each partner sees when they access the program.

    Note

    This option needs to be enabled on your system - submit a request to your Unifyr team if you want to take advantage of it.

    If this option is disabled, an individual asset's filters are ignored - all partners that have access to a program can see all the content it contains.
  4. Click Apply.

Add Collateral to a Collateral Program

Follow these steps to manually add collateral to a collateral program. You will need to have created collateral assets before you can add them to a program.

Note

As a default, partner filters on an individual collateral asset are ignored when the asset is added to a Collateral Program. You can specify that they should apply - submit a request to your Unifyr team to have the Enforce partner filters from individual assets option enabled.

  1. Navigate to Library Content > Collateral Programs.
  2. Click on the name of the required collateral program to open it for edit.
  3. Click Add Collateral.

  4. In the Add Collateral screen, select a Content Type. The options available will depend on your organization's implementation. A list of content displays.

    Collateral-Library_Content-Type.png

  5. [Optional] Filter the list of content by tag, if available.
  6. Click Add beside each item name you'd like to add to the collateral program. The button name changes to Added. You can add multiple pieces of content to the program.
  7. [Optional] Select another Content Type and repeat the process as required.
  8. [Optional] Click Save as Collateral Rule to add an auto-addition rule based on this selection. For more information, see the Add Collateral Auto-Addition Rules to a Collateral Program section of this article.
  9. Click Close to return to the collateral program detail page. Scroll down to Associated Collateral, to see the list of collateral included in the program.

  10. [Optional] Click Edit Details to access the partner filter and tag settings. 

    • Click Edit in the Partner Filters area to create a filter based on available Partner Groups and fields
    • Select any of the tags listed to assign them to this program

    admin_collateral_programs_add_filters.png

  11. [Optional] Click Publish to make the collateral program available in the portal - ensure that you have the Collateral page or bundle in the portal site navigation.

Add Collateral Auto-Addition Rules to a Collateral Program

A collateral rule automates the addition of content to a collateral program, with a rule based on content types and, optionally, content tags. Whenever an asset of the specified content type, and tags if applicable, is created, it is automatically added to the collateral program.

  1. Navigate to Library Content > Collateral Programs.
  2. Click on the name of the required collateral program to open it for edit.
  3. In the Collateral Rules area, click Add Rule.
  4. In Build Collateral Feed, select a Content Type. The options available will depend on your organization's implementation. A list of content displays.

  5. [Optional] Select the content tags you want to watch for, if available.

    admin_collateral_programs_add_rule.png

  6. Click Save Collateral Rule to save the search parameters as a new collateral rule. Any items added in the future that meet the same criteria will be added to the program automatically.

    admin_collateral_programs_collateral_rule.png

Reorder Items in a Collateral Program

Follow these steps to change the order in which collateral items in a Collateral Program are displayed in the partner portal.

  1. Navigate to Library Content > Collateral Programs.
  2. Click on the name of the required collateral program to open it for edit.
  3. Scroll down to Associated Collateral.

  4. On the right side of the screen, use the up and down arrows to order the list of collateral items as required.

    admin_collateral_programs_reorder.png

  5. Repeat as required until all items are in the required order.

Remove Collateral from a Collateral Program

  1. Navigate to Library Content > Collateral Programs.
  2. Click on the name of the required collateral program to open it for edit.
  3. Scroll down to Associated Collateral.

  4. Click the X to the right of the collateral item you want to remove from the program.

    admin_collateral_programs_reorder.png

Publish a Collateral Program

Publishing a collateral program means making it available to partners in the partner portal.

  1. Navigate to Library Content > Collateral Programs.
  2. Click on the name of the required collateral program to open it for edit.
  3. Click Publish. This makes the Collateral Program available for display on the portal.
  4. Partners will be able to view the program from the Browse Collateral Programs page as long as the current date is between the program's Effective Date Begin and Effective Date End dates.

Archive a Collateral Program

You can archive a Collateral Program if it isn't currently published for partners.

Note

It's not possible to delete a Collateral Program.

  1. Navigate to Library Content > Collateral Programs.
  2. Click on the name of the required collateral program to open it for edit.
  3. If the program is currently published, click Unpublish. 
  4. Click Archive. You can choose Unarchive to revert the action if required.

View Statistics about a Collateral Program

You can get some basic information about each of your Collateral Programs in Unifyr Admin.

  1. Navigate to Library Content > Collateral Programs.
  2. Click on the name of the required collateral program to open it for edit.
  3. Go to the Statistics area. This information is available:
    • Assets in Program - The number of content items in the program
    • Partners with Downloads - The number of partners that have downloaded the program
    • Total Downloads - The total number of downloads of the program

admin_collateral_programs_statistics.png

 Training

Learn more with our training course:

You will be prompted to log into your CustomerONE account to access the link.

Related Topics

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