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Knowledge base
Channeltivity How to User Guide
Users, Groups, & Partner Onboarding
26
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?
What is the Difference Between a Primary Contact and a Key Contact?
View all 26
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
13
How do I control who appears in the Partner Managers Widget?
How do I use the Articles Widget?
How do I use the Hero Banner Widget?
How do I use the Icons Widget?
How do I use the HTML Code Widget?
View all 13
Library and Content
16
Library Configuration Overview
How do Library Group permissions work?
Setting Permissions for Library Content
I Just Created a New Group. How Do I Give The Group Permissions to All Library Docs?
How do I control the order of documents in the Library?
View all 16
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 Email 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
3
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?
Training and Certification Module
8
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?
How do I track completed Courses and Certifications in the Training and Certification Module?
How Do I Track Correct/Incorrect Quiz Answers?
View all 8
Lead Distribution
7
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 does the automatic Lead assignment field work?
View all 7
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
2
What Is the Referral Module and How Does It 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
6
Preparing for your Channeltivity Implementation
Navigation and Controls
Channeltivity Support and Contact Methods
General Portal Settings
Login & Public Pages
View all 6
Step 1: Portal Customizations
3
Portal Skin Manager - Logo and Color Scheme
Menu & Page Manager
Custom Page Configuration
Step 2: Groups, Organizations & Users
4
Group Creation
Group Permissions Defined
Organizations
Users and Contacts
Step 3: 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 4: Notifications and Email Settings
5
Email Settings
Email Templates Report
User Account Email Templates
User Account Admin Email Notifications
Automatic Email Reminders
Step 5: Home Page Configuration and Widgets
1
Managing Custom Page Content
Step 6: Partner and Organization Field Settings
4
Partner User Field Customization and Visibility
Partner Record Field Customization
Organization Field Requirement and Visibility
State/Province Requirement Settings by Country
Step 7: Partner Module
6
Partner Module Settings
Partner Types
Prospective Partner Stages
Partner Module Email Notifications
Region Settings
View all 6
Step 8: Deal Registration
7
Deal Module Settings
Deal Email Notifications
Deal Sales Stages and Guided Selling
Lost Reasons
Registration Status Workflow
View all 7
Step 9: Lead Distribution Module
7
Lead Distribution Settings
Lead Email Notifications
Web-to-Lead Form
Lead Campaigns and Sources
Lost Reasons
View all 7
Step 10: MDF Module
5
MDF Settings
MDF Approval Workflow
MDF Activities
MDF Email Notifications
MDF Custom Fields
Step 11: Business Planning Module
1
Business Planning Configuration
Step 12: Forum
2
Forum Configuration
Forum Module Settings
Step 13: Training & Certification Module
2
Training and Certification Settings
Training & Certification Email Settings
Step 14: Co-Branded Collateral
1
Co-Branded Collateral Settings
Step 15: Distributor Module
1
Distributor Module Settings
Step 16: Referral Module
5
Referral Module Settings
Referral Status Workflow
Referral Email Notifications
Referral Custom Fields
Referral Conversion Field Mapping
Step 17: 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?
Is it possible to use my custom domain to access Channeltivity?
How do I add the Channeltivity login form to my corporate website?
Can I customize the URL of my portal?
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
24
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 24
HubSpot Integration
17
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 17
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)
11
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
How Do I Configure Single Sign-On from Salesforce?
View all 11
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?
Community forums
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Start a new topic
Channeltivity Forums
Announcements
38
Channeltivity Service Status and Uptime Monitoring
Posted by
Zach Smith
,
over 1 year ago
Last Reply
by Zach Smith
over 1 year ago
Errors with full-text searching - RESOLVED
Posted by
Zach Smith
,
6 months ago
Last Reply
by Zach Smith
6 months ago
Intemittent Application Availability - RESOLVED
Posted by
Zach Smith
,
about 1 year ago
Last Reply
by Zach Smith
about 1 year ago
See all 38 topics
Feature Requests
15
Notify Admins (configurable) of Integration Errors via email/slack/etc
Posted by
Eric Kintzer
,
about 6 years ago
Last Reply
by Zach Smith
about 1 month ago
Rotating homepage banner
Posted by
Courtney Duff
,
over 1 year ago
Last Reply
by Lady Christena
5 months ago
Option to add folders in Co-Branded Collateral Module
Posted by
Courtney Duff
,
over 1 year ago
Last Reply
by Zach Smith
7 months ago
See all 15 topics
Questions, Tips & Tricks
4
New Customer
Posted by
John Scott Hornbuckle
,
almost 3 years ago
Last Reply
by Zach Smith
almost 3 years ago
why do you guys have such bad service?
Posted by
Josh.weiss
,
over 8 years ago
Last Reply
by Jayme Kiester
about 6 years ago
Updating channeltivity deal from salesforce
Posted by
Gopal Gupta
,
over 7 years ago
Last Reply
by Zach Smith
over 7 years ago
See all 4 topics
Report a problem
1
Misleading caption: Group Module Permissions
Posted by
Eric Kintzer
,
about 7 years ago
Last Reply
by Zach Smith
about 7 years ago