Creating and Managing Listings

Before a listing can be published on the marketplace, partner publishers must submit a listing for moderation through comprehensive content creation workflows that support detailed product and service presentation while ensuring quality standards and marketplace consistency. Once a listing has been approved by a moderator, partner publishers can then publish the listing to the marketplace where it becomes visible to users and contributes to business development and lead generation objectives.

Analytics and reports are available for each individual listing through integrated performance tracking systems that enable publishers to monitor listing views, listing requests, and asset engagement metrics. Publishers can track comprehensive performance data and export analytics reports via Excel worksheets for external analysis and business intelligence integration, supporting data-driven optimization and business development strategies.

Listing creation and management encompasses content development, asset management, approval workflow participation, and performance optimization through systematic processes that support marketplace quality while enabling partner success and business development across diverse organizational marketplace implementations and partnership objectives.

Requirements

To create a new marketplace listing, users must have one of the following permissions:

Administrator System Role
Marketplace Publish Listings Access

Accessing Listing Creation and Management

Navigation to Marketplace Publishing

Navigate to the Marketplace Publishing Tab
Access comprehensive listing management interface with creation and publishing tools
If no listings exist, access the marketplace collection interface for listing creation

Listing Creation Access

Creating New Listings:

In the marketplace publishing interface, click New Listing
Access comprehensive listing creation workflow with multiple configuration sections
Configure listing information through systematic content development process

Marketplace Selection:

In the Listing Title field, enter a unique name for the listing
Select a marketplace for which the listing will be added from available marketplace options
Click Create to initiate listing development process and access detailed configuration interface

Listing Configuration and Content Development

Overview Tab Configuration

Basic Listing Information:

Name: Enter the listing title that will be shown on the marketplace tile and throughout marketplace presentation
Tagline: Enter a compelling tagline that summarizes the listing value proposition and key benefits
Summary: Enter a summary of the listing that will be shown on the marketplace tile and listing overview sections
Details: Enter comprehensive information that will be shown in the details section of the listing page

Categorization and Classification:

Category: Select the listing's category for marketplace organization and user filtering
Industry: Select the listing's industry for business context and targeted user discovery
Region: If geographical focus is enabled, select the listing's region for location-based filtering and regional marketplace organization

Contact Information Configuration

Sales Contact Management:

Display Sales Contacts: Check this option to allow customers to contact you for sales information and business development
Configure sales contact fields with comprehensive contact information including names, titles, email addresses, and phone numbers
Sales contact information appears on listing detail pages for direct business development and relationship building
Contact configuration supports lead generation and business development objectives

Support Contact Configuration:

Display Support Contact: Check this option to allow customers to contact you for support and technical assistance
Configure support contact fields with detailed contact information for customer service and technical support
Support contact display manages customer expectations and provides clear communication channels
Support information enhances user confidence and supports post-purchase relationship management

General Contact Information:

How Do We Contact You: Enter comprehensive contact information for general inquiries and business communication
General contact information provides backup communication channels and comprehensive accessibility
Contact information supports relationship development and business opportunity management

Overview Fields Configuration

Custom Field Display:

Overview Field: Configure the fields that will be displayed in the Overview page section
Select from available custom fields that provide essential information for user decision making
Overview fields appear prominently on listing detail pages for quick information access
Field configuration supports user browsing efficiency and decision-making processes

Details Tab Configuration

Custom Fields Management

Listing Detail Configuration:

Navigate to the Details tab for comprehensive listing metadata configuration
Configure listing details through custom fields that enable users to sort and filter listings within the marketplace
Custom field configuration aligns with marketplace field settings and organizational requirements
Detail information supports marketplace organization and user discovery functionality

Field Completion and Validation:

Complete all configured custom fields with accurate and comprehensive information
Custom field data supports marketplace filtering, sorting, and search functionality
Field validation ensures data quality and marketplace consistency
Regular field updates maintain listing accuracy and marketplace effectiveness

Saving Detail Configuration:

Click Save Changes after completing custom field configuration
Detail information immediately integrates with marketplace functionality and user interface
Saved details support marketplace organization and user experience optimization

Assets Tab Configuration

Visual Asset Management

Logo Configuration:

Logo: Upload a logo that represents the listing on mobile marketplace browsing
Click Upload Logo, select an image file, and click Open
Recommended Specifications: Logos should be 60px x 60px for optimal mobile display and performance
Logo files support brand recognition and professional marketplace presentation

Tile Image Management:

Tile Image: Upload a tile image for marketplace gallery representation
Click Upload Tile Image, select appropriate image, and click Open
Recommended Specifications: Images should be 280px x 205px for optimal marketplace gallery display
Tile images provide visual appeal and user engagement for marketplace browsing

Banner Image Configuration:

Banner Image: Upload a banner image for listing detail page header presentation
Click Upload Banner, select banner image, and click Open
Recommended Specifications: Banners should be 1200px x 300px for optimal detail page presentation
Banner images provide visual impact and professional presentation for listing detail pages

Screenshots and Videos Management

Visual Content Portfolio:

Screenshots & Videos: Upload screenshots and videos for listing detail page presentation
Click Upload Screenshot or Add a Video to include visual assets
Select asset files and click Open to upload content
Enter captions for each asset and click Save to complete asset configuration
Drag and drop functionality enables asset organization and presentation optimization

Resources Tab Configuration

Document and Resource Management

File Upload Process:

Navigate to the Resources tab for comprehensive resource management
Click Upload File to add PDF documents, data sheets, webinars, or guides to the listing
Click Choose File, select the PDF document, and click Open
Enter a title for the resource and select the appropriate resource type
Click Save to complete resource upload and configuration

Link Resource Addition:

Click Add a Link to include external resources and references
Enter the resource link URL for external content access
Enter a descriptive title for the linked resource
Select the appropriate resource type for categorization and organization
Click Save to complete link resource configuration

Resource Organization:

Use drag and drop functionality to reorder resources for optimal presentation and user access
Resource organization affects user experience and content accessibility
Strategic resource arrangement supports user information needs and business objectives

Clients Tab Configuration

Client Logo Management

Client Logo Display (if enabled):

Navigate to the Clients tab for client showcase configuration
Click Add a Client to include client logos for social proof and credibility
Click Choose File, select client logo image, and click Open
Recommended Specifications: Logo images should be 250px x 165px for optimal display quality
Optionally enter a link that redirects users upon clicking the logo for additional information access
Click Save to complete client logo configuration

Client Organization:

Use drag and drop functionality to reorder client logos for optimal presentation and impact
Client logo arrangement affects social proof effectiveness and user credibility assessment
Strategic client presentation supports trust building and business development objectives

Lead Generation Tab Configuration

Action Button Configuration

Call-to-Action Management:

Choose an action for "ACTION" button: Configure the action that occurs when users click the action button
Action options include customer website redirection and lead generation with website forwarding
Note: Both "Forward customers to your website" and "Create a lead and forward customers to your website" options require URL link configuration
Action button configuration affects lead generation and business development outcomes

Campaign Integration:

Campaign ID: If linking lead generation to a campaign, enter a campaign number for tracking and analytics integration
Campaign integration supports marketing coordination and performance measurement
Campaign tracking enables comprehensive business development and marketing analytics

Lead Generation Messaging

Custom Messaging Configuration:

Lead Generation Message: Enter a custom message displayed to users upon lead generation
Custom messaging provides context and expectations for users engaging with lead generation processes
Message configuration supports user experience and conversion optimization

Terms and Conditions Management:

Listing Terms and Conditions: Enter Terms and Conditions that users must accept upon clicking the action button
If left blank, default Marketplace Terms and Conditions will be displayed
Terms configuration provides legal protection and user agreement management
Custom terms support specific business requirements and compliance needs

Saving Lead Generation Configuration:

Click Save Changes after completing lead generation configuration
Lead generation settings immediately affect user interaction and business development processes

Pricing Tab Configuration

Pricing Information Management

Pricing Configuration:

Navigate to the Pricing tab for comprehensive pricing information setup
Configure pricing details that align with marketplace pricing display settings
Pricing information appears when marketplace pricing display is enabled
Complete pricing configuration and click Save to apply pricing information

Pricing Strategy Considerations:

Pricing information affects user decision making and marketplace positioning
Coordinate pricing display with marketplace settings and business development objectives
Consider competitive positioning and value proposition when configuring pricing information

Listing Workflow Management

Listing Preview and Quality Assurance

Preview Functionality:

Click Preview to review the listing presentation and user experience
Preview enables quality assurance and user experience validation before submission
Review all listing sections and content for accuracy and professional presentation
Preview functionality supports quality control and optimization before moderation submission

Listing Submission and Approval

Moderation Submission:

Click Submit to submit the listing for approval by moderators
Listing enters moderation workflow for quality review and compliance assessment
Moderation process ensures marketplace quality standards and content consistency
Submission timing affects listing availability and business development scheduling

Publication Process:

Click Publish to publish approved listings to the marketplace
Published listings become visible to marketplace users and contribute to business development
Publication timing affects marketplace presence and business opportunity generation
Published listings integrate with marketplace functionality including search, filtering, and analytics

Listing Status Management

Listing Removal and Updates:

Click Unpublish to remove the listing from marketplace visibility while maintaining listing data
Click Delete to permanently delete the listing and associated data
Status management supports listing lifecycle and business development strategy
Regular status review ensures listing accuracy and marketplace effectiveness

Listing Performance and Analytics

Individual Listing Analytics

Performance Tracking Access:

Individual listing analytics provide comprehensive performance data including views, requests, and engagement metrics
Analytics access enables data-driven optimization and business development strategy development
Performance tracking supports listing improvement and marketplace effectiveness measurement
Regular analytics review enables continuous optimization and business development enhancement

Export and Business Intelligence:

Analytics reports can be exported via Excel worksheets for external analysis and business intelligence
Export functionality supports business development planning and performance measurement
External analysis capabilities enable comprehensive business intelligence and strategic planning
Regular export and analysis support data-driven business development and marketplace optimization

Listing Optimization Strategies

Performance-Based Improvement:

Use analytics data to identify optimization opportunities and performance enhancement strategies
Performance metrics guide content updates and presentation improvements
Regular optimization based on user engagement and conversion data
Continuous improvement supports business development effectiveness and marketplace success

Best Practices for Listing Creation and Management

Strategic Listing Development

Content Quality Focus: Develop comprehensive, accurate listing content that provides value to marketplace users while supporting business development objectives and professional marketplace presentation.

Visual Asset Optimization: Use high-quality images and assets that align with recommended specifications for optimal marketplace presentation and user engagement.

User-Centered Design: Configure listings from the user perspective, considering information needs, decision-making processes, and user experience quality throughout the marketplace journey.

Operational Excellence

Systematic Content Development: Follow systematic listing creation processes that ensure comprehensive information capture and quality assurance before submission and publication.

Regular Content Updates: Maintain listing accuracy and relevance through regular content review and updates based on business changes and marketplace performance.

Performance Monitoring: Utilize analytics data for continuous listing optimization and business development strategy refinement based on user engagement and conversion patterns.

Business Development Integration

Lead Generation Optimization: Configure lead generation and contact information to support business development objectives while maintaining user experience quality and conversion optimization.

Strategic Positioning: Align listing content and presentation with marketplace positioning and competitive strategy for optimal business development outcomes.

Relationship Management: Coordinate listing management with broader partner relationship and business development activities for comprehensive marketplace success and organizational objectives.

Video for creating listings

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