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Knowledge base
Channeltivity How to User Guide
Users, Groups, & Partner Onboarding
32
Admin User Welcome Kit
Partner Approval and Onboarding Guide
What is the difference between "Become a Partner" and "Request Access" forms?
How do I add the "Partner Type" field to the Become a Partner Form?
How Do I Merge Partners?
View all 32
Partner Agreements
5
What is the Partner Agreements Functionality and How Do I Use It?
How Do I Manually Upload a Signed Agreement to a Partner’s Profile?
How Do I Assign/Unassign Partner Agreements?
How Do I Track Signed Agreements?
How Do I Void and Correct a Signed Agreement?
Home Page and Widgets
14
How do I control who appears in the Partner Managers Widget?
How do I use the Articles Widget?
How Do I use the Rich Text Widget?
How do I use the Hero Banner Widget?
How do I use the Icons Widget?
View all 14
Library and Content
20
Library Configuration Overview
How do I set Partner Portal Content Access & Permissions?
How do Library Group permissions work?
Setting Permissions for Library Content
Can I Assign Permissions to a Library Folder?
View all 20
Deal Registration
10
What is the Deal Registration Module and how does it work?
How to configure the Deal Registration workflow
How to Configure Deal Expiration
What Deals can a User see?
How to set up Deal Registration Region Permissions
View all 10
Email Notifications
12
What Email Notifications Are Available?
How Do I Update My User Email Settings/Preferences?
What is the Email Log and how do I use it?
What is the Email Digest feature and how does it work?
How do I send out automatic email reminders?
View all 12
Reports
6
How do I use Dynamic Reporting to create custom reports and Views?
How do I use Analysis View to Create Custom Chart and Pivot Table Reports?
How Do I Share a Custom Report/View?
How do I Save a Custom View/Report in Channeltivity?
What is the Library Document Report?
View all 6
Training and Certification Module
11
What is the Training and Certification Module and how does it work?
How do I create Training Courses, Lessons, and Quizzes?
How do I create User and Organization Certifications?
Manually Creating Course and Certification Completions
How Do Training & Certification PDF Certificates Work?
View all 11
Lead Distribution
8
What is the Lead Distribution Module and how does it work?
What happens when I assign a Lead?
Why are the Lead details hidden from the Partner until they open the Lead?
What Leads can a User see?
How Do I Import Leads via CSV?
View all 8
MDF
9
What is the MDF Module and how does it work?
What Is the MDF ROI Feature and How Does It Work With Deal Registration?
What's the difference between the MDF Account Balance and Available Balance?
What are the different types of MDF Transactions?
How Do I Import MDF Funds?
View all 9
Business Planning
4
What is the Business Planning Module and how does it work?
How do I print a Business Plan?
How do I unlock a Business Plan?
How do I delete a Business Plan?
Co-Branded Collateral
2
What is the Co-Branded Collateral Module and how does it work?
How do I create and manage Co-Branded Collateral Assets?
Distributor
2
What Is the Distributor Module and How Does It Work with Deal Registrations?
How Does the Distributor Assignment Feature Work?
Referral
3
What Is the Referral Module and How Does It Work?
How Do Referral Links Work?
I'm trying to create a Referral for a Partner, but they're not showing up in the owner dropdown. What's going on?
News & Email Marketing
5
What are the News & Email Marketing Modules and how do they work?
How Do I Create News Items in the News Module?
How Do I Create and Send Mailings?
How Do I Track Email Marketing Metrics?
How Do Users Update Their News Topic Selections?
Multi-Language & Automatic Translation
3
How Does the Multi-Language Translation Functionality Work?
How do I View and Configure my Portal's Supported Languages?
How Do I Edit Multi-Language Translations?
Security, Privacy & Compliance
8
How can Channeltivity help me comply with GDPR?
System User Privacy Consent
How do I track User Opt-Ins/Consent for GDPR compliance?
How Do I Edit My Portal’s Privacy & Copyright Notice?
What Is the Legal Terms Administration Functionality and How Does It Work?
View all 8
Implementation Guide
Introduction & Table of Contents
3
Channeltivity Welcome Kit
Introduction & Table of Contents
Implementation Guide Checklist
Before you get started
3
Preparing for your Channeltivity Implementation
Navigation and Controls
Channeltivity Support and Contact Methods
Step 1: Portal Configuration
5
General Portal Settings
Region Settings
Login & Public Pages
Rewards Points
Localization Settings
Step 2: Portal Customizations
3
Portal Skin Manager - Logo and Color Scheme
Navigation & Custom Pages
Custom Page Configuration
Step 3: Groups, Organizations & Users
4
Group Creation
Group Permissions Defined
Organizations
Users and Contacts
Step 4: Library Module
6
Library Configuration: Library Settings
Library Configuration: Header Banner
Library Configuration: Custom Fields
Library Configuration: Tags
Library Configuration: Quick Search Tiles
View all 6
Step 5: Notifications and Email Settings
5
Email Settings
Email Templates Report
User Account Email Templates
User Account Admin Email Notifications
Automatic Email Reminders
Step 6: Home Page Configuration and Widgets
1
Managing Custom Page Content
Step 7: Partner and Organization Field Settings
4
User Field Customization and Visibility
Partner Record Field Customization
Organization Field Requirement and Visibility
State/Province Requirement Settings by Country
Step 8: Partner Module
5
Partner Module Settings
Partner Types
Prospective Partner Stages
Partner Module Email Notifications
Partner Agreements
Step 9: Deal Registration
7
Deal Module Settings
Deal Email Notifications
Deal Sales Stages and Guided Selling
Lost Reasons
Registration Status Workflow
View all 7
Step 10: Lead Distribution Module
7
Lead Distribution Settings
Lead Email Notifications
Web-to-Lead Form
Lead Campaigns and Sources
Lost Reasons
View all 7
Step 11: MDF Module
5
MDF Settings
MDF Approval Workflow
MDF Activities
MDF Email Notifications
MDF Custom Fields
Step 12: Business Planning Module
1
Business Planning Configuration
Step 13: Forum
2
Forum Configuration
Forum Module Settings
Step 14: Training & Certification Module
2
Training and Certification Module Settings
Training & Certification Email Settings
Step 15: Co-Branded Collateral
1
Co-Branded Collateral Settings
Step 16: Distributor Module
1
Distributor Module Settings
Step 17: Referral Module
6
Referral Module Settings
Referral Status Workflow
Referral Email Notifications
Referral Custom Fields
Referral Conversion Field Mapping
View all 6
Step 18: News & Email Marketing
4
News Module Settings
Topics
News Item Headings
Email Marketing Module Settings
FAQs and Best Practices
FAQs
12
Where is Channeltivity hosted?
Where Can I Find Channeltivity Release Notes?
Understanding Your Channeltivity Sandbox
Is it possible to use my custom domain to access Channeltivity's partner portal?
How do I add the Channeltivity login form to my corporate website?
View all 12
Best Practices
18
Launching Your Partner Portal
Using Your Partner Portal to Onboard New Partners
Utilizing Your PRM to Make Partner Recruitment Easy
Creating A Kick Butt Partner Recruitment Process
What to Include on Your Corporate Website’s Partners Page
View all 18
API & Integrations
Salesforce Integration
27
Channeltivity: PRM Integration with Salesforce CRM
Salesforce Integration Setup Guide
Salesforce Integration Credentials Setup
Salesforce Integration: Deal Registration - Overview
Salesforce Integration: Lead Distribution - Overview
View all 27
HubSpot Integration
19
Channeltivity: PRM Integration with HubSpot CRM
HubSpot Integration Setup Guide
HubSpot Integration Authorization/Credentials Setup
HubSpot Integration: Deal Registration - Overview
HubSpot Integration: Lead Distribution - Overview
View all 19
Third Party Integrations
7
What integrations are available in Channeltivity?
How do I use the Integration Log?
What is the Zapier Integration and how does it work?
SnapEngage - Live Chat Integration
How can I use Zapier to automatically create a quote for Deal Registrations?
View all 7
Single Sign-On (SSO)
7
Does Channeltivity support Single Sign-On (SSO)?
SSO: How to configure Channeltivity as a SAML 2.0 Service Provider
SSO: How to configure Channeltivity as a SAML 2.0 Identity Provider
How to Securely Embed an External Application within Channeltivity
Best Practices for Securing Channeltivity SAML Identity Providers and Service Providers
View all 7
API
3
Does Channeltivity have an API?
What is the Best Way to Create Prospective Partners With the Data API?
In the Custom Field Editor, what is the "API Field Name" used for?