About Magentrix Modules
Magentrix is a flexible platform designed for creating Partner Portals and Customer Portals. While the platform supports building solutions from scratch, Magentrix also provides pre-built modules - comprehensive, ready-to-deploy applications that extend the core platform's capabilities. These modules deliver specialized functionality that can be seamlessly integrated into your Partner Portal and Customer Portal solutions based on your specific requirements.
The Magentrix platform currently offers the following modules:
The Magentrix AI platform delivers comprehensive intelligent assistance capabilities that enhance user experience through context-aware search, automated support solutions, and interactive chat functionality. AI Tools leverage your organization's existing content to provide accurate, personalized responses while reducing support burden and improving user self-service effectiveness across diverse portal interactions.
The Articles module manages posts, which are long-form text documents that authors can publish and share publicly or to specific groups of users such as employees, customers, partners, support agents and even website visitors. The built-in post management and classification features allow authors to create a wide array of text documents to suit the specific needs of their organization.
The Business Planning module lets vendors draft, review, track, and share business plans with partners. It is a crucial component of the Partner Relationship Management process that lets organizations participate in Quarterly Business Reviews (QBR) and target business achievements with their partner ecosystem. This module also allows you to drill down to target objective levels and track the performance on these objectives through visual dashboards and reports.
The Community Forum module serves as a discussion board where portal users can ask questions, collaborate on subjects of interest, share knowledge, and engage in community discussions. The Community Forum can be used for announcements, customer support, partner collaboration, or general community engagement.
The Deal Summary Pages module enables administrators to create comprehensive, customizable dashboard experiences that display partner deal pipelines and performance insights. This powerful visualization and reporting system allows organizations to structure deal visibility into filtered lists, summary metrics, and interactive components that provide partners and internal teams with real-time access to opportunity data, lead information, and sales performance tracking with role-based access controls and flexible configuration options.
The Document Library module stores and manages files in folders uploaded to the Magentrix portal. The Document Library module acts as a comprehensive data storage repository on the Magentrix portal. Social collaboration can be enabled with the Document Library module to enhance user engagement, file sharing capabilities, and collaborative workflows across employee, partner, and customer communities.
Engagement Pages is a Content Management System (CMS) that allows you to build custom landing pages and home pages with a no-code approach. The module provides administrators with comprehensive tools to create visually appealing, functional pages that deliver tailored user experiences across different personas and user communities.
The FAQs module allows administrators to create comprehensive Frequently Asked Questions pages with structured question and answer pairings that provide users with quick access to commonly requested information. The module supports rich text formatting, multimedia integration, and flexible sharing configurations that enable targeted information delivery across different user communities.
The Groups module enables users to create and join dynamic communities organized around common interests, project teams, departments, and specialized collaboration needs. Groups provide comprehensive communication, sharing, and collaboration capabilities that foster engagement and knowledge exchange across diverse organizational boundaries and user communities.
The Ideas Module is a collaborative platform that enables portal users to share, review, and collaborate on innovative suggestions for products, services, or processes. Users can post ideas, participate in discussions through voting and commenting, and track the progress of submitted ideas through administrative review processes. Administrators can evaluate submitted ideas and provide status updates to indicate whether ideas will be considered for implementation or delivery.
The Journey Builder module enables administrators to create comprehensive, guided onboarding and progression experiences for portal users. This powerful workflow management system allows organizations to structure user experiences into sequential phases and steps, providing tailored pathways that guide partners, customers, and employees through essential processes, training requirements, and business objectives with tracking and accountability features.
The Magentrix Marketplace module allows you to further relationships with your partners by allowing you to showcase products from your partners to increase sales and customer retention. Partners can use your marketplace as a sales enablement resource to sell more of their products and services. Using the marketplace module will allow you to focus on supporting your partner sales channels by offering brand visibility.
The Marketing Development Fund (MDF) module helps vendors distribute and process marketing funds for partner marketing initiatives and campaigns through a comprehensive dual-environment system. Channel partners can easily submit MDF requests outlined with details such as campaign plans and expected costs through the Magentrix partner portal, while channel managers can quickly review fund requests, campaign statuses, program participation, and expenses through an automated process in Salesforce to help quickly approve and allocate funds or reimbursements to partners and marketing campaigns.
The Mingel Social Collaboration module works with many aspects of the Magentrix platform to allow users to interact and collaborate in the portal. With this module enabled, users can share and draw attention to specific files or Entities, manage their social profiles, engage in activity feeds, and build professional networks within the organization. The Mingel Collaboration features provided in the Magentrix platform can also be used to improve the flow of communication between users. A green inbox button will appear in the bottom right corner of pages for which social collaboration is possible.
The Online Help Module provides contextual help documentation throughout the Magentrix portal, enabling administrators and authorized users to create comprehensive help content that appears directly within the context of specific portal pages. With integrated wiki-style content management, search functionality, and role-based access control, the Online Help Module ensures users can access relevant documentation exactly when and where they need it.
Partner Program Tiers is a strategic framework that enables organizations to build structured, performance-driven channel programs. This comprehensive tier management system allows administrators to create multi-level partner programs with distinct qualification criteria, measurable benchmarks, and tier-specific benefits that motivate partner performance and reward achievement.
The Popup Alerts module enables administrators to display targeted messages as modal overlays when users navigate to the portal. This powerful engagement tool can be used for cookie agreements, GDPR compliance notifications, product announcements, surveys, promotional campaigns, and critical communications. Popup alerts support rich media content, call-to-action buttons, and sophisticated audience targeting to ensure the right message reaches the right users at the right time.
The Referral Links and Attribution module enables administrators to track, measure, and reward partner-driven referrals and leads. This privacy-compliant tracking system automatically attributes web form submissions and lead generation activity to the correct referring partner contact, bridging the gap between marketing engagement, partner activity, and CRM-level reporting.
The Reports and Dashboards module enables users to generate comprehensive data analysis and visualization tools based on entities within Partner Portals and Customer Portals. This powerful business intelligence platform transforms raw entity data into actionable insights through customizable reports and interactive dashboards that support data-driven decision making across organizations.
The Resource Collections module allows easy access to a collection of different assets within a single location. Assets may include collateral, article posts, courses, or documents within the document library and are compiled to give sales teams and partners streamlined access to various resources across sales stages. As a sales enablement tool, different Resource Collections can be made for different products, categories, teams, or partners.
The Rewards Module enables administrators to create comprehensive incentive programs that motivate and reward users for completing specific actions and achieving business objectives. This powerful engagement system allows organizations to design flexible reward programs using either points-based or cash-based incentives, providing tailored recognition pathways that drive partner, customer, and employee behaviors through gamification, automated tracking, and transparent reward distribution.
The Redemption Module allows users to redeem points accumulated in the Rewards Module using the Tango Card service. Eligible e-gift cards can be distributed to program members across multiple countries and currencies, providing tangible rewards for user achievements. The Redemption Module seamlessly integrates with the Rewards Module to create a complete incentive ecosystem where users earn points and convert them into meaningful rewards from recognized global brands.
The Survey module enables administrators to create comprehensive feedback collection and sentiment measurement tools for portal users. This powerful data gathering system allows organizations to design custom surveys with multiple question types, collect user responses through shared links or automated prompts, and analyze aggregated results to inform business decisions and improve user experiences across partner, customer, and employee communities.
The Magentrix Training Module, also referred to as the Learning Management System (LMS), enables administrators to create comprehensive course catalogs with lessons, quizzes, and learning paths for users to access training materials on demand. This powerful learning management system allows organizations to structure educational content into organized courses and sequential learning paths, providing tailored training experiences that guide partners, customers, and employees through essential learning objectives, skill development requirements, and certification processes with tracking and accountability features. The Training Module transforms traditional static training materials into dynamic, interactive learning experiences that adapt to different user types and organizational needs while providing detailed progress tracking, compliance management, and automated notifications to ensure consistent completion and engagement across user communities.
The Upcoming Events module allows event and details to be shared.
The Wiki module is a content management system that is used to create and maintain content for users.
Setting Up Modules >>