Adding Dynamic Content to a Custom Page

The dynamic content widget in the editor allows you to add different pre-configured content widgets. These are useful for publishing functional elements of your channel platform, for example a Partner Registration Page or a Support Form, to your partners.

When editing a block in page content, drag and drop the Dynamic Content widget into the page. You can then click on the widget and choose the type of content you want it to provide in the page.

These types of widget are available for selection (what is available depends on your sybscription package):

• Enterprise subscriptions
• Engage subscriptions

Enterprise subscriptions

Login

[Default] Displays a login screen that allows the visitor to authenticate as a known user and acts as a gate to access the portal.

Find My Partner Registration

Displays a basic registration form for prospective partners, with an option to join an existing partner account that matches the domain of their email address.

Partner Registration

Displays the Partner Registration form for prospective partners to capture basic information as part of the partner recruitment process.

Partner/User Registration

Displays the Partner User Registration form for capturing information about prospective partner users.

Show Upcoming Activities

Displays a table of any social or email activities scheduled by the partner for the next seven days. This can be useful for partners to ensure that they are communicating with contacts at an appropriate cadence and fully leveraging the different options available.

Show Partner Stats

Displays a report of the performance of various activities undertaken by the partner.

Partner Onboarding Plan

Displays the Onboarding Plan that has been set for this user.  Each stage in the plan is displayed with corresponding activities and progress.

Logged Out Support Ticket Form

Give your partners the option to raise a Support ticket from the partner portal, before they've logged in.

Support Ticket Form

Displays the Contact Support form for partners to reach to the supplier-specified Support email address.

Important: The Contact Support link defaults to your team’s partner support email address. If you would like to change the address, submit a request to your Unifyr team.

For information on creating a custom Contact Support page, see Contact Support Configuration.

Success Plan

Displays the partner Success Plan set for this user. Each plan has corresponding goals and progress.

Success Plans - Quarter View

Displays the quarterly breakdown of the partner Success Plan set for this user. Each plan has corresponding goals and progress.

Tier Program Summary

Displays your partners' current status in the tier program for which they are eligible.

Reports

Displays a list of reports you have access to. Select one to display it on your page.

Locators

Displays a list of any Partner Locators or Provider Locators you have built. Select one to display it on your page.

Accessed via the More Content button

Campaign Search

Displays a screen with search filters on the left and any corresponding campaigns on the right. All displayed campaigns are pre-filtered to the user's visibility rights.

You can choose default display options based on campaign type and content tags.

Collateral Search

Displays a screen with search filters on the left and any corresponding collateral assets on the right. All displayed collateral is pre-filtered to the user's visibility rights.

You can choose whether to display library assets, customizable multimedia, or both.

Custom Partner/User Form

Allows you to present a custom form to collect partner or partner user information.

For more information, see Custom Forms. 

Collateral Program

Allows you to add individual Collateral Programs to your Custom Page. We recommend adding this one to a full-width Empty Row.

Custom Object

Allows you to present a standard form to collect information of a custom type.

For more information, see Custom Objects.

Posts - Latest (Tile)

Displays the latest three Posts in a tile layout based on its Effective Start Date. Each tile will display a thumbnail, title, and preview text. We recommend adding this one on the portal homepage.

[Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics.

For more information about Portal Posts, see About Portal Posts. 

Posts - All (Tile)

Displays all Posts in a tile layout. This option allows partners to infinitely scroll for available Posts. Each tile will display a thumbnail, title, and preview text. We recommend adding this one on its own Custom Page.

[Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics.

For more information about Portal Posts, see About Portal Posts.

Posts - Latest (List)

Displays the latest Posts in a horizontal row layout based on its Effective Start Date. Each row will display a thumbnail, title, and preview text. We recommend adding this one on the portal homepage.

[Optional]

• Select which Posts stream into this widget on your Custom Page by filtering by Topics.
• Select the number of posts (3, 5, 10, 15) you’d like to display in this widget. By default, three Posts will display.

For more information about Portal Posts, see About Portal Posts.

Posts - All (List)

Displays all Posts in a horizontal row layout. This option allows partners to infinitely scroll for available Posts. Each row will display a thumbnail, title, and preview text. We recommend adding this one on its own Custom Page.

[Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics.

For more information about Portal Posts, see About Portal Posts.

Partner Events - Next 3 Upcoming Events (Tile)

Displays the closest three Partner Events, based on each event's Date/Time, in a tile layout.

Partner Events - All (Tile)

Displays all Partner Events in a tile layout. This option allows partners to infinitely scroll for available events.

Partner Events - Next 3 (List)

Displays the closest Partner Events, based on each event's Date/Time, in a horizontal row layout.

Partner Events - All (List)

Displays all Partner Events in a horizontal row layout.

Training Content (Tiles)

Displays LMS Modules and Courses in a tile layout.

You can configure the content display with this widget:

• Content Type - Courses and/or Modules
• Tags - content based on a tag of type LMS
• Order by - Popularity or Publish start date
• Content maximum number - the maximum number of items to show

Engage subscriptions

Sales Summary

[Default] Displays the 5 most recent leads and deals that the partner has registered, and provides a link for them to register a new one.

Leads Summary

Displays the 5 most recent leads the partner has registered, and provides a link for them to register a new one (Registered Leads page must be available in site navigation).

Deals Summary

Displays the 5 most recent deals the partner has registered, and provides a link for them to register a new one (Deals page must be available in site navigation).

Latest Portal Posts

Displays the 5 most recent posts you've pushed to the partner, with a link to view all (Portal Posts page must be available in the site navigation)

Latest Collateral

Display the 5 collateral assets you've made available most recently, with a link to view all (Browse Collateral page must be available in the site navigation)

Partner Onboarding Plan

Displays the Onboarding Plan that has been set for this user.  Each stage in the plan is displayed with corresponding activities and progress.

Partner Registration

Displays the Partner Registration form for prospective partners to capture basic information as part of the partner recruitment process.