Creating a Pop-up for the Partner Portal

1. Navigate to Partner Management > Communications  > Emails & Pop-ups. 
2. Click Create Pop-up.

3. Customize these areas as required - click Edit next to each one:

   Parameter	Description
   To	Select the partner groups to which to send this pop-up.  Alternatively, click Advanced to open the Advanced Rules window, where you can create rules to target specific partners and/or partner users or create temporary partner groups that will only apply to this pop-up. For more information, see Use Ad-hoc Partner Groups. When you've selected the target partner groups and clicked Save, Unifyr displays the number of partner users that will receive this communication. You can export the information by clicking the Download icon .  Note Users that haven't enabled the Supplier Emails notification setting in their partner account are automatically excluded from the count. Once associated, the Partner Groups will be refreshed if you save a change to the pop-up, and may have been updated. You can verify membership to ensure that the communication will go to the right recipients when you're ready to send it.
   Target page	Choose the page on which the pop-up will appear in the partner portal. You can select a standard feature page or one of your custom pages. If you don't set this field, the pop-up will appear to eligible users on the portal homepage when they login.
   Schedule dates	Select when the pop-up should display on the portal homepage: No Schedule - Displays as soon as you click Publish Now and will display until the partner user clicks Mark as Read. Between - Allows you to set a start and end date. From - Allows you to set a start date with no end date. The pop-up will display until the partner user clicks Mark as Read. Until - Allows you to set an end date with no start date. The pop-up will display as soon as you click Publish Now and will expire on the end date.
   Title	Enter the header text that will be displayed on the pop-up.
   Content	Provide custom pop-up content. Click Edit to go to our WYSWYG builder, where you can drag and drop content blocks and rows, input your text and images, and specify settings such as default font and link color for the pop-up. Use Merge Tags to add content placeholders for information such as First and Last Name, Company name, or Partner ID and have them populated dynamically when the communication is sent/viewed. Merge tags representing your custom Partner and Partner User fields are available - they're identified in the list with a Partner - or Partner User - prefix, as applicable. Note: Merge tags representing custom Partner User fields are added to content with the syntax {{portaluser.field_name}}, for example {{portaluser.Preferred_Communication_Language}}. You can embed a link to a Collateral asset in a text block - use the Link to an asset option. An option to use AI to generate text content is provided - see Using AI to Generate TPC Email/Pop-up Content for more information. Click Save once you have finished customizing the pop-up content.

4. The Content area displays a preview of the pop-up.

5. To make the pop-up available in your portal, click Schedule or Publish Now (the button label depends on what date settings you configured in Schedule dates).

   The button is disabled if you haven't defined the target recipients of the pop-up in the To field.

6. A message confirms the number of users who will receive the message, and how many partner accounts they represent.

   

7. You are asked to confirm that you’d like to schedule the pop-up. Click Confirm and Schedule. The pop-up is either published immediately (if you selected No Schedule/Display when published in Schedule dates), or added to the scheduling queue to be posted to the portal on the start date. 

   A Publish Now action makes the pop-up available in the portal in 5 minutes.

8. Once a pop-up is available in the partner portal, its status changes to Published.
9. To expire a published pop-up before its end date, return to this area and click the Set as Completed button on the top right-hand corner.

Partner users can mark the communication as read or give a Remind Me Later instruction when it displays on their homepage. They can also access the pop-up via their Message Center.