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This guide is designed to help Partner Managers effectively use the Partner Resources feature to add, manage, and share guides and resources with partners. Partners page with the Resources tab and the Add partner resource button The Resources tab on the Partners page is a dedicated space for creating and managing guides and content that can be shared with your partners. It allows you to:
  1. Add new guides with detailed descriptions and cover images.
  2. Organize resources for easy partner access.
  3. Provide links to videos, articles, or pages to help partners promote your products or services.

Adding a New Guide

Create partner resource form with title, description, link and cover image If no resources are added yet, you’ll see a placeholder message encouraging you to create your first guide.
  1. Click the “Add partner resource” Button:
    • Located at the top right of the Resources tab.
  2. Fill Out the Form:
    • Title: Enter a clear and concise title for the guide.
    • Description: Provide a brief description of the guide’s purpose (up to 300 characters).
    • Link: Add a URL to direct partners to the guide’s content, such as a video, article, or webpage.
    • Add cover image: Upload an image to visually represent the guide. Drag and drop a file or browse files from your machine.
  3. Save the Guide:
    • Click Add partner resource to save the guide.
💡 Once added, guide is instantly visible for your partners. Resources page in the partner portal, as partners see it

Managing Existing Guides

Once guides are added, they appear as individual cards on the Resources tab. Each card includes:
  1. Title and Description: A quick summary of the guide.
  2. Actions:
    • Open the ··· menu on a card and choose Edit to update the guide’s details, or Delete resource to remove it.
  3. View resource:
    • Partners click a card to open it, then View resource to go to the linked content.

Best Practices for Creating Guides

  1. Use Descriptive Titles and Images:
    • Ensure titles are specific and relevant to the guide’s content.
    • Upload visually appealing and professional cover images to attract attention.
  2. Organize by Purpose:
    • Group guides by themes, such as “Overview,” “Sharing Tips,” or “Content Creation Examples,” for easier navigation.
  3. Test Links:
    • Verify that all links lead to the correct resource and are accessible to partners.

Example Use Cases

Create a guide titled “Overview” with a description like: “Share your partner link with contacts and followers.” Include a video tutorial link to help partners understand how to use their referral links.

Case 2: Promoting Your Product

Add a guide titled “Share” with instructions on promoting your product. Link to an article that offers best practices for sharing content on social media.

Case 3: Content Creation Support

Provide a guide titled “Content” with social media post templates and examples. Link to a page where partners can download assets or view tips.

Frequently Asked Questions (FAQs)

Q: Can I reorder the guides?

A: Currently, guides are displayed in the order they were added. You may delete and recreate guides to adjust the sequence if necessary.

Q: What file formats are supported for cover images?

A: Common image formats like JPG, PNG, and GIF are supported. A: Use publicly accessible links or grant appropriate permissions to ensure partners can view the resources.