Marketplace Checklist
Foundation Setup
Creating New Marketplaces
☐ Creating New Marketplaces Administrators can create new marketplaces with comprehensive configuration options. Marketplaces can be customized with specific settings for pricing display, review systems, geographical focus, and partner reporting capabilities.
Managing Marketplace Vendors
☐ Managing Marketplace Vendors Administrators can create and manage marketplace vendors that are assigned to CRM accounts. Vendor management includes company profile configuration, contact information setup, and marketplace listing associations.
Configuring Marketplace Permissions
☐ Configuring Marketplace Permissions Administrators can configure which users, user groups, or security roles can view, publish listings, moderate, or manage marketplaces. Permission levels include View, Publish Listings, Moderate, and Manage access with public and guest access options.
Marketplace Configuration
Managing Marketplaces
☐ Managing MarketplacesAdministrators and managers can customize marketplace settings such as review processes, browsing filters, and listing collections. Management includes lists and collections configuration, custom fields management, and details layout design.
Managing Listing Settings
☐ Managing Listing SettingsAdministrators can configure custom fields, overview field selection, and details layout customization for marketplace listings. Field management supports various field types including text, numeric, date, and selection options.
Configuring Marketplace Banners
☐ Configuring Marketplace Banners Administrators and managers can create and configure banners to display promotional content with image upload, overlay options, and call-to-action buttons for enhanced user engagement.
Configuring Marketplace Badges
☐ Configuring Marketplace Badges Administrators and managers can configure badge systems using multi-select picklist fields for visual listing classification and user filtering capabilities.
Lead Generation and Analytics
Managing Marketplace Leads
☐ Managing Marketplace Leads Administrators and marketplace managers can access comprehensive lead management including lead data review, export functionality, and business intelligence integration for business development.
Configuring Lead Generation Forms
☐ Configuring Lead Generation Forms Administrators and managers can configure custom lead generation forms using drag-and-drop form design with comprehensive field type options and validation requirements.
Marketplace Analytics and Reporting
☐ Marketplace Analytics and Reporting Administrators and managers can access comprehensive analytics including Views, Requests, Resources Engagement, and Banners Engagement metrics with export functionality and performance tracking.
Content Management
Moderating Marketplaces
☐ Moderating Marketplaces Moderators can review and approve marketplace reviews and listings. Moderators can approve, publish, reject, or decline pending listings while managing vendor communication and content quality.
Creating and Managing Listings
☐ Creating and Managing Listings Publishers can create and submit marketplace listings for moderation. Upon approval, listings can be published and tracked through comprehensive analytics and performance monitoring.
End-User Marketplace Experience
☐ End-User Marketplace Experience Marketplace users can browse listings through filtering, search functionality, and curated collections while accessing detailed listing information, vendor profiles, and lead generation capabilities.
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