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Overview Upon accessing the Program Manager, the Accounts tab is chosen by default, this contains a list of all of the partner accounts on the program. T...
Upload Market Assets
Overview Market assets are used to customize tactics with a partner's specific information like their logo, address, phone number and website. If the...
Email Partner Login Credentials
Overview If a partner has forgotten their password or needs to be sent their login credentials, you can send them an automated email that includes their Si...
Partner Project Management
Overview The project management system lets you create and manage project lists. Each project type has specific tasks that need to be completed in order to...
Form Distribution - Program Forms
Overview Form Distribution allows you to set the distribution settings on forms for a specific account. Instead of needing to login to the account and manu...
Login to Partner Account
There are two ways to login to a partner account: from the Program Manager screen and from the client summary screen. Logging in from the Accounts tab ...
Add Additional Account Users
Overview If a partner has another employee that needs access on the platform, you can add these users to any account in the Program Manager. This is permis...
Importing Partner Mailing Lists
Overview The mailing list is the group of contacts that will receive an email campaign. You cannot send the campaign without applying a mailing list. The ...
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