2. Add Content and Data for Partners
Step 2: Add Content and Data
A) Adding Content Into Your Portal
Your partners should think of your portal as an important resource to find information and resources, as well as register their leads and opportunities. Upload your content into the following modules:
- Document Library:
Need to store company information, product presentations, or tutorial videos somewhere? The Document Library it allows you to organize a wide range of content into folders and share them with specific users. - Articles:
Want to create a knowledge base for FAQs and policies or a blog for product updates? The Article Module allows you to post long-form text documents in a blog format. - Ideas and Community Forums:
Do your partners have ideas and suggestions but don’t know where to share them for feedback? Let them brainstorm with the Idea Module and allow them to promote the best thoughts by voting ideas up or down. You can also use the Community Forums Module as an area for allowing partners to ask questions and interact with one another. - Training Module:
Do your partners need certification or onboarding for your latest product line? The Training module allows you to easily create courses, lessons, and quizzes, as well as assign them to specific users.
B) Adding Data Into Your Portal
You can also easily store complex data, such as contact or product information, within your portal.
If you have launched a Partner Portal that is integrated with Salesforce or Microsoft Dynamics, your basic Objects (e.g. Account, Contact, Case, Case Comments, Solutions) will already be imported into your portal.
Importing Additional Salesforce Objects or Microsoft Dynamics CRM Entities
If you wish to add more Objects into your portal, Magentrix supports Importing Additional Force.com Objects and Importing Additional Dynamics Entities.
If you have launched a Partner Portal that is not integrated with any external CRM database, your instance will already have pre-configured Entities (such as Accounts, Contacts, Tickets, and Articles). You can create additional custom Magentrix Entities, if needed.
Creating an Entity
Magentrix is built and based on Entities, which are SQL-like databases shown in a tabular format. These Entities are equivalent to Salesforce Objects and are highly customizable. You can easily edit an Entity's Page Layout through a drag-and-drop interface and add Fields, Elements, Buttons, or a Related List. See About Magentrix Entities and Page Layouts for more information.
C) Setting Up Leads And Opportunities
Your portal will already have Lead and Opportunities modules set up within your portal for your partners to start registering their deals.
You can help partners make their lead management easier with:
- Automated Emails: Set up automated emails tasks for follow-up.
- Enabling MailChimp Integration: Easily subscribe or unsubscribe portal Accounts from MailChimp lists for your promotional emails by enabling MailChimp for Entities with email fields, such as Contacts and Leads.
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