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Partner Onboarding

  • Creating Accounts

    Overview Upon accessing the Program Manager, the Accounts tab is chosen by default, this contains a list of a...

    Sep 06, 2016 12:55PM EDT
  • Upload Marketing Assets

    ​ Overview Market assets are used to customize tactics with a partner's specific information like their log...

    Aug 16, 2016 10:13AM EDT
  • Call Tracking

    ​ Overview Call tracking allows you to create a phone number to track inbound calls from customers. Trackab...

    Aug 16, 2016 10:14AM EDT
  • Importing Partner Mailing Lists

    ​ Overview The mailing list is the group of contacts that will receive an email campaign. You cannot send t...

    Aug 16, 2016 10:14AM EDT
  • Email Partner Login Credentials

    Overview If a partner has forgotten their password or needs to be sent their login credentials, you can send...

    Jun 30, 2015 12:00PM EDT
  • Partner Project Management

    Overview The project management system lets you create and manage project lists. Each project type has speci...

    Jun 02, 2015 10:59AM EDT
  • Add Additional Account Users

    Overview If a partner has another employee that needs access on the platform, you can add these users to any...

    Apr 30, 2015 04:42PM EDT
  • Form Distribution - Program Forms

    Overview Form Distribution allows you to set the distribution settings on forms for a specific account. Inst...

    May 01, 2015 10:15AM EDT
  • Login to Partner Account

    There are two ways to login to a partner account: from the Program Manager screen and from the client summary ...

    Jan 14, 2016 12:24PM EST
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