Providing Content for the Marketplace

Before You Begin

You must have at least one active Provider account. If you do not, the Providers portal page will be empty.

Provider offerings are loaded as custom activities - set these up before enabling your Marketplace.

Content Overview

The content of your Marketplace consists of two things: a list of approved providers (agencies) and the services they offer. You configure both of these in Unifyr Admin:

• Providers - Set up your providers' accounts in Partner Management > Providers. For more information, see Manage Provider Accounts and Manage Individual Provider Details.

  Best Practice

  For best results and maximum engagement potential in Marketplace, advise your providers to update their Company Profile when they log into their Unifyr portal:

  • Upload their address
  • Add a logo
  • Include a description of the organization
  • Complete Locator Fields (if you are using a Provider Locator)
• Services - In Partner Marketing, set up the custom activities to represent the services that the providers offer. Add variations on the activities to present partners with a variety of options from various providers. For more information, see Manage Provider Offerings.