Adding resources for your partners

  • Updated

Who is this article for?

This article will be useful to you if are a company on PartnerStack looking to provide more materials to help your partners succeed.

What are resources?

Scaling a program requires the ability to provide partners with self-serve tools and resources that allow them to go to market as soon as they are ready. PartnerStack provides these go-to-market materials today through our Resources functionality.

Resources are sales materials to help partners promote you successfully. You can provide resources and sales materials for your partners to download and use in emails, discussions, blogs, videos, and other channels. Resources can also help your partner learn more about your product or service, allowing them to promote you successfully. 

Resource examples

  • Sales materials
  • Banners, cover photos, templates
  • Company logos
  • Program guidelines and rules
  • Product FAQs
  • Product briefs
  • Infographics
  • Case studies

Accepted resource file types

  • .png,
  • .pdf,
  • .jpeg,
  • URLs/links
  • Common Video, Audio, and Compressed file types

Resource file size

The maximum resource file size is 250MB for video and 30MB for all other file types.

Adding resources

Ready to add resources for your partners? Follow the steps below to add a new resource.

  1. Login to your dashboard
  2. Click "Resources" in your left-hand menu
  3. In the Resources tab, click "Add a new resource or folder" 
    1. Note, if you have already set up a folder structure, you can click into your desired folder first, before clicking "Add a new resource or folder"
  4. Select the type of resource(s) you would like to add
    1. If uploading files, select the files you would like to upload and click "Next"
    2. If adding a URL for your partners, enter your link name and URL and click "Next" 
      1. Note, the URL must contain http:// or https://
  5. Select the group(s) that should have access to the resource(s) you are adding
  6. Click "Add resources"

Editing resource groups

Once you have created your resource you can update the groups that have access to it anytime. 

  1. In your Resources tab, select the resource(s) you would like to update
  2. Click "Actions" > "Update groups"
  3. Select your desired groups and click "Update groups"

A resource's name, description, and groups can also be edited from the resource detail view.

  1. In your Resources tab, click on a resource you would like to edit
  2. In the resource detail view that opens click "Edit"
  3. Update the resource name, details, or groups and click "Save changes"

Deleting resources

Resources can be deleted from your resources tab or the resource detail view. Deleting a resource cannot be undone. Analytics are not available for deleted resources.

  1. In your Resources tab, select the resource(s) you would like to delete
  2. Click "Actions" > "Delete"
  3. Confirm you would like to delete the resource in the window that opens

Using resource folders

Resource folders enable you to easily manage and organize resources for partners. Folders can be created within folders to create a logical, hierarchical system making it easy for partners to navigate your sales materials.

Creating a resource folder

  1. Login to your dashboard
  2. Click "Resources" in your left-hand menu
    1. To create a subfolder, first click on the folder you would like to create a subfolder in
  3. Click "Add a new resource or folder"
  4. Select the "New folder" option
  5. Name your folder and add a description for the folder if desired
  6. Click Add folder

Editing and deleting resource folders

Once created, folders can be edited and deleted by clicking into the folder. Deleting a folder will delete the folder's contents. If you would like to delete a folder but keep the content, 

  1. Click into the folder you would like to edit
  2. Click the three stacked dots next to "New resource or folder" and select "Edit folder" or "Delete" folder from the drop-down
    1. If editing, change the folder name and/or description and click "Save"

Moving existing resources to a folder

Resources can be moved from your Resources home page, or between folders. Multiple resources can be selected and moved at a time.

To move a resource:

  1. In your Resources tab, select the check box next to the resource(s) you would like to move
  2. Click "Actions" > "Move"
  3. Select your desired location for the resource(s) and click "Move"

Viewing resource engagement and details

Clicking on a specific resource allows you to view the resource's overall engagement with your partners, view which partners have engaged with the resource, and interact with the resource. From the resource detail page, you can edit, preview, download, delete, and pin the resource, as well as copy a direct link for the resource that can be provided to partners.

Pinning resources

Pinning resources is a great way to draw your partner's attention to specific materials. We recommend pinning introductory materials that can help your partners ramp quickly, top performing resources, along with new materials you would like partners to interact with.

You can pin a resource by clicking the pin icon to the right of the resource, or by clicking into the resource and clicking the pin icon in the top right corner of the resource detail page. 

Sharing resource URLs with your partners

Sharing a resource's URL with your partners externally or in a regular email or campaign is a great way to help your partners quickly find the materials they need to succeed. 

To copy a resource's URL:

  1. In your Resources tab, click on the resource you would like to share
  2. In the resource detail page, click the link icon in the top right-hand corner

This will copy a link that when followed by the partner, will direct them to the specific resource in their  PartnerStack partner dashboard.

Ensure that the partner you are sharing the resource with is in a group that has access to the resource. If sharing the resource in an email campaign, ensure the groups selected for the campaign match the groups selected for the resource.

Resource analtyics

Resource analytics enable you to see how your partners interact with your resources over time. You can view statistics for all your resources on the Resources home page, or drill down into a specific resource by clicking on the resource to open the resource detail page.

Your resource analytics can be filtered by group, and timeframe. Your applied filters will update the number of resource views, downloads and unique partner members displayed. 

  • Views: A view is recorded when a resource URL is opened, and it has been five minutes since it was last viewed
  • Downloads: A download is recorded each time the download button is clicked.
  • Unique partner members: Unique partner members are the total users who have viewed or downloaded one or more resources during the specified time period

Resource notifications

After you upload a new resource, partners will receive a notification in their partner dashboard at 5:30 AM EST the following day:

  • Partners will not receive a notification if you delete the resource within the buffer period.
  • Partners will not receive a notification if you make any edits to a newly added or existing resource.
  • All resources you upload before 5:30 AM EST the following day will be consolidated and sent out as a single notification.
  • Partners will be redirected to your program's resources page when they click on a resource notification.

 

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