About Co-brandable PDFs

Unifyr Support
Unifyr Support
  • Updated

As a supplier, you provide partner-ready content to channel partners to build and promote business engagement and conversation. Content is meant to support and facilitate the promotion of a company, product, or service. It comes in many forms: audio, text, PDF, video, images, and more. It informs and interests readers.

Library content is valuable to your partners as it is "on the shelf" and ready to be downloaded. Partners can preview or download library content. These assets usually takes the form of Sales and Marketing enablement tools such as reference materials to help the partners be successful.

Co-brandable content (multimedia) allows the supplier to increase engagement and lead generation. By allowing Partners to add their own branding alongside yours to display the partnership and increase their credibility as an approved partner of your organization. 

Here is an outline of the process to create PDF content that can be co-branded by your partners:

  • Work with the Unifyr team to set up a template, including the fields you may want to provide to your partners to personalize.
  • Create the PDF, using a PDF editing tool with a Forms feature, such as Adobe Acrobat. Using the field names from the Unifyr template, add the form fields to the PDF for your partners to personalize.
  • Upload the co-brandable PDF to Unifyr Admin.
  • Publish the co-brandable PDF to your partner portal so your partners can pick it it up and create a personalized version of it, by adding their information alongside yours.

Intended Audience

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

Before You Begin

You will need the professional version of Adobe Acrobat and the Prepare Form add-on (or equivalent PDF/form edit tool).

The fields in your template/PDF are unique to your organization and are agreed with your Unifyr team during implementation. Sample field names are: 

  • Partner Logo
  • Partner Display Name
  • Partner URL
  • Partner Email
  • Partner Phone
  • CTA URL

    This field displays as text and hyperlinks to a URL.

Note

The names of the fields in the PDF must exactly match the names in the template you created with the Unifyr team or the personalization functionality may not work correctly.

 Training

Learn more with our training course:

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

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