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Getting Started

Navigating your Sidebar

AI Features

AI Listing Builder
AI Translations

Marketplaces

Settings
Design customization
SEO
Customizing Header, Banner, and Footer
How listings are ranked in Search Function
Design Review Guide

Taxonomies

Categories
Filters

Templates

Configuration & Design
Customizable Sections
Setting Requirements
Video - Template Overview

Listings

Creating and Managing Listings
Video - Listings Overview
Assign one partner account to multiple listings

Form Builder

Overview of Form Types
Partner Application
Registration Form
General Form
Request a Partner Form

Portal

Portal Overview
Resources & Folders

Users

Roles and Permissions
Video - How to Invite an Admin

How to Invite a Partner

Registration Form
Partner Application
Direct Invite from Listing Page
Claim Listing
Video Tutorial

Lead Forms

Lead Capture Forms
Video - listing lead form vs. template lead form

Analytics

General Analytics

Integrations

Integration Overview
Hubspot Integration
Hubspot Tracking Code Integration
PartnerStack Integration

Advanced

SSO
Enablement Marketplace
Translation Glossaries
Promotions

Domain Setup

Vanity/Custom URLS
Subdomain vs Reverse Proxy

Salesforce Integration

Integrating with Salesforce Experience Cloud: Overview
Salesforce Integration Guide

In-App Marketplace

Engineering Readiness Brief
Overview
Appearance
Listings
Buttons & Actions
Permissions
Audience Filtering
Per-Listing Overrides
Test Tools
Developer Settings
JWT SSO Implementation
Embed Script Implementation
Handling postMessage Events from the In-App Marketplace
Dynamic Domains Configuration
Legacy In-App Docs

Developer Lifecycle Management

DLM Overview

APIs & Webhooks

API Documentation
Webhook Setup
Slack Webhook Setup
Airtable Webhook Setup

Resources for your Partner

Initial setup
Creating and Managing a listing
Inviting Team Members
Analytics

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Video Tutorial

Creating a Partner Account + Partner Invite flow to create a new listing

Updated about 1 year ago

Lead Capture Forms

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- Creating a Partner Account + Partner Invite flow to create a new listing