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Customizing your technology directory listing
Customizing your technology directory listing
Ali Winberry avatar
Written by Ali Winberry
Updated over 2 years ago

Login at https://directory.partnerpage.io. Depending on whether you use PartnerPage for your own directory or not, your view of the dashboard may look different.

Example #1: if you do not use PartnerPage for your own directory, your view will look like the screenshot below with only the 'Our Public Profiles' section:

Example #2: If you already have a PartnerPage directory, you can edit your listing that appears in other directories within the 'Our Public Profiles' section. Your dashboard will look like this:

Click on the directory you want to edit, in this case we are going to edit the PartnerPage listing that appears in Klaviy's technology directory. Once you click on Customize your profile button, you can now edit your listing and will look like this:

Your company's name will already be filled in, but add Company website, a headline, and an about description.

Partner information and logo

Then scroll down to add information about how you partner with the company as well a logo. To upload a logo, click in the "Click or drag here to upload an image." Select the logo you want to upload. JPG or PNG is best, with a minimum width of 400px.

Adding a testimonial

Click '+Add testimonial' and then add the person's name, position, company name and quote. Click done and save. No need to add quote marks, those are added automatically on the front end.

Adding a video

To add a video, click '+Add video.' Next add the video title and embed URL. You can only embed YouTube, Vimeo and facebook videos. YouTube is the most commonly used platform. To embed a video, go to the YouTube link and click 'Share.'

Then click embed:

Copy the entire embed code:

Hit Paste in the video URL field within PartnerPage:

If your video embeds correctly, you will see a preview of the video in the thumbnail:

Adding media files

Click '+Add media' and then enter in the media file's title and description.

Next, upload the media file such as a screenshot of your product. Ideal file types include PNGs, JPGs or PDF with a minimum width of 400px and a maximum file size of 4 MB.

Click done, and save. Repeat this step up to 6 times to showcase your software.

Use Cases

Hit +'Add use case.'

Add a title of the use case and description. Hit done and save. You can add up to six use cases.

Resources

Hit 'Add resource.' Enter in the resources name, and URL. You can also upload PDFs to PartnerPage by clicking on 'Upload an image or PDF.' The PDF cannot be over 4 MB.

Add a support name/email and a custom call to action if need be. Hit save.

If the contact button is left blank, then the emails will go to the team members on file (see below about the team member section).

Select the categories appropriate to your company:

This is what the profile ends up looking like on the front end:

Managing team and account settings

To add more team members click on Account Settings > Team within the pop-up:

To invite additional team members click Invite team member in upper right corner.

Enter in name and email and hit Send invitations:

The new user will get an email like this:

Once the new user clicks 'Join the team,' they will get access to the account to manage all listings.

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