Manage Co-brandable PDFs

These instructions describe how to create a co-brandable PDF in Adobe Acrobat Pro - you can use any PDF editor that includes a Prepare Form tool equivalent.

1. In Adobe Acrobat Pro, create or open the PDF that you want to make co-brandable.
2. Design the page and leave clear space for each form field. Don’t type placeholder text directly into the artwork - if an existing file has it, delete it so it can’t show through. 

3. Use the Form tool to add form fields for customizable content - your partners can use these for co-branding. 

   Note

   All the fields should be of type Text when you add them to the PDF, even if in the end they will hold an image or URL. The fields in the Unifyr template/record allow you specify the actual content they will accept.

   Draw a text field for each required spot and name it exactly as agreed. Add placeholder text in the field as a default value (e.g. Company URL) so placement is visible.

4. Edit the Field Properties of each text field (these are Acrobat areas, the properties will be found in different areas if you're using an equivalent tool):

   • Appearance - Select font, font size, and text color.
   • Position - Set the position of the field on the page.
   • Options - Add a default value, which will be displayed in the field when your partner views the PDF (for example, enter the default value Add your name here for a Company Display Name field). You can also select the Multi-line option if it is expected that the field will be populated with a lengthy value. These properties don't apply if you're defining a field for Partner Logo.

   Guidelines/recommendations when adding fields to the co-brandable PDF:

   • Only include one Partner Logo.
   • If you would like the Partner Logo field to appear on multiple pages, copy the field and
     paste it on each relevant page. When the field is duplicated, rename it (Partner Logo
     2, Partner Logo 3, etc). Ensure each instance of the Partner Logo field has the same Position values.
   • Use each field only once in the document and ensure that all field names are unique.
   • Ensure that field heights and widths are adequate to fit the content that will be entered. Ideally, fields should be on their own line to prevent text overlapping. 
   • Unifyr scales an image to the field’s height and aligns it to the left edge. A field much wider than the image leaves it looking off-center, so match the field to the image’s proportions (about 70 × 54 pt for squarish logos) and center the field itself.
   • Partner logos are usually dark artwork on white, so on dark designs put the logo field and contact block on a white panel.
   • Use basic fonts or Adobe Acrobat fonts. Avoid custom fonts as they may produce unexpected results. Use a font size that is appropriate for the field size. 
   • A field should be set as multi-line content if you expect your partners will be providing more than a few words to it. 
5. Save the PDF.
6. [Optional, but recommended] Create a thumbnail image of the PDF (110 x 100px, maximum file size 2MB).

You can now upload the co-brandable PDF to Unifyr and manage its details from there. For information, see How to Upload and Publish a Co-Brandable PDF below.

The PDF template you worked on with the Unifyr team should be created ahead of this step.  

1. Navigate to Partner Marketing > Multimedia.
2. Click Create > Print Media Asset.
3. Select the template on which the PDF is based.

4. Add this information as required:

   Parameter	Type	Description
   Name	Text	The name that will display in Unifyr Admin (internal only).
   Display Name	Text	The name that will display for your partners in your Unifyr Partner Portal.
   Description	Text	A one- or two-sentence summary about the asset and any top-level information the partner would need to know to select it.   The description displays in the partner portal.
   Internal Notes	Text	[Optional] Capture information about the PDF that is only visible to you, as a supplier. The note will not be visible in the partner portal.

   The window shows all fields configured in the original PDF template. These will be included for the partner to personalize.

5. Click Save.
6. You will return to the Multimedia list view, where the new Print Media asset () has been added. From the list, click on the asset you just created.
7. To publish the asset, click Publish.
8. To edit the asset, including adding filters and validity dates, click Edit or Edit Content and follow the instructions in How to Add/Edit Details and Personalization Options for a Co-Brandable PDF below.

Once a co-brandable Print Media (PDF) asset has been added to Unifyr, you can customize it with filters, fields, and images. Editing allows you to add and map the fields in the PDF to data items in Unifyr. To review or customize the details of a co-brandable PDF, follow these steps.

1. Navigate to Partner Marketing > Multimedia.
2. Click the name of the co-brandable PDF you want to customize, to open it for edit.

3. Click Edit Details. In this view, you can review or edit the following:

   Property	Description
   Internal Name
   Display Name
   Description	Add information about the asset for your partners.
   Effective Dates	Specify the Effective Date Begin and Effective Date End dates.  This specifies the date range for which the activity will be available to partners for activation in the Unifyr partner portal.
   Is Promoted?	If enabled, the activity will appear at the top of the Browse Collateral page, in a Promoted window, in the Unifyr Partner Portal. Use the start and end date pickers to define the period for which the activity will be promoted.
   Internal Notes	[Optional] Information about the activity that is only visible to you in Unifyr Admin, as a supplier.
   Partner Filters	Click Edit to apply Partner Filters and define who has access to this content. It can be used for regions, products, partners, etc.. Click the links and choose the Partner Groups and/or fields to select how you want to limit the content.  For information on using partner filters, see Add Partner Filters.
   Fields	This is the list of fields that will be presented in the PDF for your partners to complete. The list details the fields, and the type of information each one contains (Embedded Image, Simple Text, or Url). Depending on your setup, the list may be complete or you may need to set up the list yourself.  Click New if you need to add a field. Click edit next to a field that's already listed, to update it. Click remove next to a field that's already listed, if it's not to be included in the PDF. The field names listed for the PDF must match the field names in the original template. Order fields chronologically in the order they appear in the document. Use a field's Control property to specify the type of content it contains. Mark the fields Available for personalization so that partners can personalize the content in Unifyr Partner Portal. Mark a field with Other personalization if you want to be able to test what it will look like with a test value during preview, before publishing the PDF to the portal. Add a default value (or a link to a default image). You can use a merge tag so the value gets populated with a partner's own details, for example {{partner.name}}.
   Multimedia File	Upload the PDF.
   Thumbnail	Upload a thumbnail for the PDF, which the partner will see in the Browse Collaterla listing. We recommend 100x110px. The file size limit is 2MB.

4. You can also select tags to categorize the PDF, to make it easier for your partners to find.

   This example shows that the PDF contains 3 fields - Partner Logo (Embedded Image type), Partner Name (Simple Text type), and URL (Url type). It will be available for partners between January and November, and is available to ZA partners.

   

5. Click Save.

To preview the document, click Preview. You can also preview the document using Edit Content. In this case, if fields have Other Personalization set, they are presented in an Other Personalization section on the preview, where you can add test values.

You can promote a PDF asset to increase partner adoption. Promoting the asset will pin it to the top of the Browse Collateral page so that it is one of the first assets a partner sees when browsing that area in the partner portal.

Follow these steps:

1. Navigate to Partner Marketing > Multimedia.
2. Click the name of the PDF you want to promote, to open it for edit.
3. Click Edit Details.
4. Check the Is Promoted? option.
5. Add the Promotion Dates (the time period for which the PDF will be available to partners in the portal).
6. Click Save.

1. Navigate to Partner Marketing > Multimedia.
2. Click the name of the PDF you want to archive, to open it for edit.
3. If the asset is currently Published, click the Unpublish button on the top right corner.
4. Click the Archive button in the top right corner. A message advises that the asset will be removed from all campaigns it is currently associated with. Click Archive to confirm.
5. Once archived, you can delete the asset. Click the Delete button.

Unifyr's Bulk Update feature allows you to add/remove tags, configure partner filters, and set effective dates and status for multiple PDFs in a single action.

For more information, see Updating Marketing Content in Bulk.

To access the Bulk Update option for co-brandable PDFs:

1. Navigate to Partner Marketing > Multimedia.
2. Check the checkbox to the left of each PDF you want to update.
3. Click Bulk Update.

You make co-brandable PDFs available in the partner portal by including one of these:

• Browse Collateral feature page or Collateral feature bundle in site navigation - for more information, see Manage Site Configuration and Navigation.
• Collateral Search dynamic content widget in a custom page - for more information, see Add Dynamic Content.

For both ways, set Show Content From to Customizable Multimedia in Page Details to show co-brandable content in the page.

Entitled partners can view, customize, download, and distribute content from the page:

1. Log into the partner portal.
2. Navigate to Browse Collateral (the name of the page may be different in your portal).
3. Find and select the customizable PDF.
4. Click Preview to view the content.
5. Click Customize to add personalization to the content.
6. In the content detail page, actions provide links to help users review and update the personalization applied to the media, and get a trackable link to it. Click Review to proceed with the customize action.

7. In Personalization, add values to the available fields then click Save or Save & Next.

   Enable the Save as default option for any of the properties to make future personalizations of the same content easier.

8. In Distribute, use Copy to Clipboard to pick up a link to the content. There are two options:

   • Link for distribution - A URL that can be used to distribute the content in any medium, such as emails, web plugins, etc.

     All engagements with this URL are captured and can be tracked using Unifyr Analytics.

   • Preview link - Use to preview the asset in a browser.

     Engagements with this URL are not tracked.

9. Click Close to complete the update.
10. Once the user has completed the actions for the content, they can distribute it (get links) or share it (create a social post) from the content detail page.
11. To download or email multiple assets in a single action, the user can highlight the ones they want in Browse Collateral and click Download Selected or Email Selected in the top right corner of the screen, as appropriate.

Here are some guidelines to consider when creating a co-brandable PDF in Adobe Acrobat (or equivalent).

Thumbnail Size

• Create a thumbnail image of the cover using screen capture software. We recommend that the thumbnail image is 127 pixels in height.

 Partner Logo

• Place the logo either in an upper corner or in the footer.
• Make the field large enough to fit any potential logo entered, but take care that it won't overlap any text or copy.
• Allow for ample white space around the logo so that it stands out. Partner logos should not be placed on colored backgrounds unless you are using a transparent background image.

Contact Fields

• Contact fields can be placed on any page with proper room and spacing.
• Stack contact fields vertically as a horizontal layout can be impacted by field size limitations.

Font Formatting

• Use basic fonts such as Arial or Helvetica or the fonts provided by Acrobat for proper PDF display.
• For visual consistency, all the font sizes and text colors should match the body copy.

Designated Back Pages

• You may want to provide a blank page at the end of the PDF for your partners' logo and contact fields. Providing a designated back page encourages use with ease of design, layout, and consistent placement of customized fields.