Best Practices

Launching your Partner Portal
Announcing your Portal Once you’ve set up your portal, it’s time to announce your portal to your Partners. Start by creating a communication plan that i...
Thu, 9 May, 2019 at 2:17 PM
Increasing Partner Engagement
Getting your Partners to log into your portal regularly, can be a difficult task. While this can be a challenge from time to time, there are actions you can...
Tue, 5 Mar, 2019 at 4:00 PM
Rebranding Best Practices
Company acquisitions and mergers can typically require revisions to your Channeltivity portal branding. This process can involve changing your portal&#...
Thu, 3 Oct, 2019 at 4:14 PM
Deal Registration Best Practices
One of the key reasons to employ a channel partner portal is to have a central location where all of your partners may register deals.  Deal registra...
Tue, 13 Mar, 2018 at 11:22 AM
Lead Distribution Best Practices
Vendors are always looking to find ways to keep top of mind with their partners.  One of the best ways to do so is to provide leads to those partners.  By...
Thu, 2 Jun, 2016 at 1:34 PM
Co-Branded Collateral Best Practices
The Co-Branded Collateral module is designed for the co-branding of new and existing collateral. When creating new collateral, you should design the documen...
Tue, 28 Aug, 2018 at 12:17 PM
Best Practices for Designing your Partner Portal Home Page
The portal home page is the main landing page for your partners as they enter the partner portal. While your channel partners generally only spend a m...
Fri, 16 Aug, 2019 at 4:59 PM
What home page designs are the most effective?
Your Partners are looking to quickly gain access to the tools and resources needed to sell and market your solution(s), so having a simple navigation system...
Wed, 14 Aug, 2019 at 10:53 AM
What's the Best Way to Structure my Partner Library?
There are a number of ways to create a folder structure in your Resource Library and based on the portals of many of our customers the prevailing top-level ...
Tue, 22 Jul, 2014 at 4:53 PM
Creating A Kick Butt Partner Recruitment Process
Partner recruitment is a critical component of any successful channel program, and it starts with a shift away from thinking of partner recruitment as a lau...
Thu, 11 May, 2017 at 3:01 PM