Adding a Success Plan Page to the Portal

Unifyr includes the dynamic content widget Success Plan for custom pages. When a custom page containing the widget is live in the portal, partners can monitor their progress against the Success Plan assigned to them.

This is an example of a Success Plan in the partner portal:

1. Navigate to  Partner Portal > Custom Pages.
2. Click Create Page. Select the template you wish to use for the custom page
3. Add content to the page as required. For more information, see Create or Edit Portal Pages.
4. To add the Success Plan widget, drag and drop the Dynamic Content item into the page content at the required location.
5. The Dynamic Content widget defaults to a Login form. Click on the widget to open the content selector in the right-hand panel.  Scroll down and click to select Success Plan, or Success Plan - Quarterly View, as required. For more information, see Add Dynamic Content.
6. Ensure that the page is set to Active.
7. Click Save and Close.
8. Add the custom page to the required navigation area of the partner portal. For more information, see Adding Custom Pages to a Partner Portal.