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Channeltivity How to User Guide
Users, Groups, & Partner Onboarding
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?
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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
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?
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Library and Content
How do Library Group permissions work?
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?
How Do I Make a Library Document Appear in More Than One Folder?
Can I move Folders in the Library?
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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
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What Email Notifications Are Available?
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?
How does Channeltivity send emails?
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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
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?
What is a Publish Status and how is it used in the Training and Certification Module?
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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?
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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?
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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?
What is the Co-Branded Collateral Module and how does it work?
How do I create and manage Co-Branded Collateral Assets?
What Is the Distributor Module and How Does It Work with Deal Registrations?
How Does the Distributor Assignment Feature Work?
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
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?
Security, Privacy & Compliance
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?
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