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Partner Profile Fields

Last Updated: Jun 26, 2018 04:37PM EDT
Overview
The importance of profiling your customer database cannot be overlooked. For those of you that are unfamiliar with this term, profiling is the act of associating partners with data that goes beyond their contact information. For example, some recommended profiles would be industry, annual revenue, and number of employees. Efficiently managing this data will allow you to quickly and effectively segment your database. 

Profile segmentation allows you to better sort your partners, and within StructuredWeb these profiles can also be used to manage the marketing content your partners have access to. While programs are the main tool used to to filter content to partners, profiles provide another means of making that marketing content available to specific subsets of partners. When tactics or campaigns are added to the library, they can be tagged with specific profiles. Tactics and campaigns tagged with profile attributes are only available to partners within the program that have those profiles.
 
What Will I Find in this Article?
 
Getting There
From the Customer Center click Settings in the top menu and select Profiles underneath it. 


 
Creating Profiles
Previously created profiles will be listed.  To access and modify an existing profile select the profile name. To create a new profile click New Profile.



Choose the type of profile field:
 
  • Single selection– Dropdown selection to pick one choice.

  • Single selection – Radio buttons to select one choice.

  • Multiple selection – List Box to select multiple choices.

  • Multiple selection – Checkbox to select multiple choices.

For profiles that will be associated with tactics, we recommend selecting Multiple Selection - Checkbox as this will work best when activating the tactics themselves.

In the fields provided enter a profile name, example text and a public display name. The public display name is how the profile is displayed on a form.



Select Yes for the question, Do you want to use this profile field to control access to assets in the marketing library?



Enter the options available for the profile. Entering text into the provided fields automatically creates a new row. If you need to delete an option place a check in the box and click Delete.  Choose the Sort button to sort the order of the profile options.



When finished click Save.

 
Add to Partners
Profile fields can be manually applied to partner accounts at the time of creation or later on, as necessary. If your partners login using Single-Sign On (SSO) then it is possible to have their profile fields filled based on information passed from your partner portal to StructuredWeb. To manually update the partner's profiles access the Program Manager and select the Accounts tab. 

Search for the partner you'd like to update and click on their name.



Select the Profiles sub tab and click Edit to fill out the profile fields for this partner.



Enter the profile information that applies for this partner and click Update.



 
Sharing Tactics with Profiles
Sharing tactics is done in the Program Manager. To share a tactic based on profiles, find the tactic underneath the Tactics tab and select the Settings option.



After making the tactic available in the library and choosing the programs it is shared to, content can be further filtered to partners by selecting Yes under Would you like to limit access based on account profile fields: 



Select the appropriate fields that the tactic should be available for by placing a check next to their name. Note that for the tactic to appear in the partner's library they must match at east one of the criteria checked off for each profile field.



When finished click Save at the bottom of the page.

 
Sharing Tactics with Profiles
Sharing tactics is done in the Program Manager. To share a campaign based on profiles, find in the Campaigns tab and select the Settings option.



After making the campaign available and choosing the programs it is shared to, content can be further filtered to partners by selecting Yes under Would you like to limit access based on account profile fields: 



Select the appropriate fields that the campaign should be available for by placing a check next to their name. Note that for the campaign to appear for the partner they must match at east one of the criteria checked off for each profile field.



When finished click Save at the bottom of the page.
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