Configuring Partner Information Cards

In your Unifyr portal, partner cards display information about partner accounts when users are searching for a partner:

• Partner registration with a Find a Partner option

  

  For more information, see Adding a Find Partners option to Partner Registration.

You, as the supplier, decide how these cards will look, and what information they display. You can use a combination of standard and custom Partner data fields in the form. In the example above, the cards are set up to show partner logo, partner name, region, and website URL. If this information is present in the partner’s profile, it will be displayed in the card.

1. Navigate to   > Settings > Forms & Fields > Partner > Cards.
2. Click on Partner Finder Card, to open it for edit.
3. In the Fields tab, add, remove, and reorder fields as required.
4. [Optional] Change the label of a field as it appears in the card, by clicking on it and entering the new name in the Display Name field.
5. [Optional] In the Other tab, add help text to assist users.
6. Click Save to preserve your changes, or Save and Close to update the card and exit the window.

You manage the fields in the card in the same way as you do for forms. For more information, see these articles:

• Adding/Removing Fields in Forms
• Ordering Fields in Forms
• Renaming a Field in a Form