Adding a Partner and Associating it to an ABM Page and a Stream

When customers want to view their Partner Name, Partner Privacy policy URL, logo, and email template on an ABM Page or Hub while downloading the Asset, Hushly allows customers to create partners at the Setup > Manage Partners tab and associate them to the customer ABM Page and Stream. 

Overview

• Adding a Partner.

• Associating a Partner to an ABM page.
• Associating a Partner to a Stream.

Adding a Partner

To add a Partner, you can follow the below steps:

• From the Left Nav Menu, click Setup > Manage Partners.   
• On the Manage Partners page, click Add Partner.   
• On the Add Partner page, enter the following details:
  • Enter the partner's Name.   
  • Enter Privacy Policy Url.   
  • You can upload the Partners logo by selecting a logo from the libraryor by uploading a file from your File Explorer.   
  • Select an Email Template from the drop-down list.    
• Click Add.   
• A confirmation message of the Partner added is displayed.

Associating a Partner to an ABM page:

To associate a Partner to an ABM Page, you can follow the below steps:

• From the Left Nav  Menu, click Hubs.
     
• From the Hubs page, click the Hub.   
• By default, the Dashboard displays, click ABM Pages to view the ABM pages.
     
• On the ABM page, click on the three-dot menu under the Actions column for the ABM page you want to edit and click Edit.   
• In the Configure tab, select the partner name from the partner list. Click Update.     
• A confirmation message of the updated page is displayed.

Associating a Partner to Streams:

To associate a Partner to Streams, you can follow the below steps:

• From the Left Nav  Menu, click Hubs.
  
  
  
• From the Hubs page, click the Hub.   
• By default, the Dashboard displays, click Streams to view the Streams listing page.         
• On the Streams listing page, click on the three-dot menu under the Action column for the stream you want to edit and click Configure.
  
  
• In the Configure tab, under the Metadata section, select the partners from the Partner drop-down list.
  Note: You can select an email template from a Partner. By selecting a Partner at the Stream Level, the email template configured in Manage Partners will be displayed in the notification email.  When users submit the opt-in form with a business email for the Asset on the SNLP page, the email template configured at the Manage Partners will be sent to the user.
  
  
• Click Update.   
• A confirmation message indicating that the stream has been successfully updated is displayed.