Changing partner status or tier

1. Click on a single partner:

2. Update partner status using the status drop-down. By default partners are hidden until this drop-down has been changed to public. Hit the purple save button at the bottom of the page.

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3. To change the partner’s tier, click on the tier drop-down and select desired tier.

1. Click on the Badge drop-down and pick desired badge. These badge name and files associated with them are managed within the directory settings.

2. The badge image associated with the badge chosen will show on the partner profile under the logo section.

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Please note that all changes made in this section will require you to hit the save button at the top or bottom of the screen. You will be notified when any changes are made that they are not saved at the top of the screen:

1. The about section is where the partner name, website, about information and logo are set. These can be changed at any time. The partner company description includes option to bold, italicize, and underline text. In addition, the text editor gives the option to use numbers or bullets for listed items.

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2. To update the logo, click in the partner logo screen or simply drag the PNG or JPG into the area designated for the partner logo. The logo can be replaced at any time by clicking ‘Replace image’.

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1. Set the primary location by choosing the country, state/province, and city.

Note: Primary locations can either be set here so users can find agencies within a more granular search, or the filters can be used to set location.

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Primary location shown here on the partner page.

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1. Click ‘+ Add Testimonial.’

2. Fill in Author's name, job title, and company name fields. Then add the actual testimonial text and click ‘Done.’
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3. Only one testimonial can be added to each agency. The testimonial can always be edited by clicking edit or removed by clicking the red X.

1. To add past work, first click on ‘+ Add past work.’
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2. After clicking ‘+ Add past work’, fill in The title of the work, description, and simply upload the file that is going to be featured. A JPG, PNG, or PDF can be uploaded.
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3. After dragging the file into the upload area, click done and the work will be added to the partner page.
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4. From here, you can add past work, edit existing work, or delete past work.

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1. To add videos, first click on ‘+ Add video.’
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2. Add the video name and an embedded URL, and click Done. Make sure to grab the embed URL, which can be found in the ‘share’ options. (Copying only the URL link will not work)

4. From here, you can add additional videos, edit existing videos, or delete videos.

5. The videos will be shown beneath the past work section on the single partner page. To play the videos, click on the thumbnail and play them within the pop up window. Clicking previous and next will allow the user to go to the next or previous video within the pop up window.

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This is an example of how the videos look in the pop up window. Clicking next or previous will show the additional videos.

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1. Click ‘+ Add Client.’
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2. Fill in the company name and either drag and drop the client logo or click within the dotted line to pull open a screen to locate the PNG/JPG.

3. From here, the logo can be edited, deleted, or additional logos can be added by clicking ‘+ Add Client’ and repeating the previous process.

1. Click ‘+ Add resource’
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2. Resources can either be links to a URL or an image/PDF can be uploaded. For a link, add the name of the resource and then the URL dedicated to the image/PDF.

3. To upload an image or PDF, click on that option, add the name of the resource and drag the image/PDF into the dotted lined area.
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4. Once the PDF/image has been uploaded, click ‘Done.’
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5. After clicking done, the resource will be added to the list of resources and can always be edited or removed.

Remember to hit save!

1. Click the appropriate check boxes that apply to the agency. These are controlled in the Directory settings.

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Make sure to always hit ‘Save’ in the upper right-hand corner to save changes.

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