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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
    • Legacy In-App - Initial Setup and Configuration
    • Legacy In-App - Advanced InApp Overview
    • Legacy In-App - Dynamic CTAs Configuration

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 - Listings Overview

Updated about 1 year ago


Creating and Managing Listings
Assign one partner account to multiple listings
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