Support Portal & Knowledge Base

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

• Branding & Design
• 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
• 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