Overview
The Partner Academy is a resource of help documents with step-by-step instructions for using your partner portal. Academy content includes written instructions, images, animations, and links to narrated videos. No matter your learning style, we have something for you.
In this article, we show you how to use the Academy site to find answers to all your questions.
First Time? Get Started Here
For new users, the best approach to learning is our Get Started guides. These guides provide a high-level overview with step-by-step instructions to start the most important processes for setting up your account and using the portal’s most powerful features. We recommend the following guides in this order:
- Get Started Setting up Your Portal
- Get Started with Contacts and Contact Lists
- Get Started with Emails
- Get Started with Campaign Marketplace
How to Find Information in the Academy
There are two ways to find content in the Academy: use the search bar or browse all our articles. If you’re looking for information on a particular feature (such as Campaigns, Emails, or Web Plugins), try browsing all of our articles in that section. If you're not sure, try a search of all academy content using the search bar.
Note:
Our help and training resources are written to the standard feature names and navigation. Your supplier can tell you where they have customized the names and navigation.
Search the Academy
Use the search bar to find information and answers to specific questions. You can find the search bar in two locations:
On the Academy homepage:
In the top toolbar, from any page - click to expose the search field:
Enter your search term in the search bar. A list of suggested topics is presented as you type:
Select one of the topics from the list if they are suitable. If not, hit ENTER to continue with the full search. All articles matching your search term are presented as results.
In search results, the academy gives AI-powered guidance to help you find what you need, giving a summary of information or asking you to clarify your search request. Here the user searched for How to register:
For best results, use keywords wherever possible. Avoid using full sentences as this may generate inappropriate results.
Here are some examples of common questions, and how to phrase the search to achieve best results. Click the links to get the results.
| Question | Recommended Search Phrase |
|---|---|
| how can I delete emails from my portal page? | delete emails |
| if I want to get rid of a campaign how do I do that? | archive campaigns |
| How can I put a new email inside a campaign I already have? | how to add an email to a campaign |
| If I am editing an email, how can I put a background image into it? | add background images to emails |
Browse the Academy
Academy content is organized by feature bundle. For example, all instructions related to using collateral are found in the Marketing > Collateral section of the academy. If you know the feature you want to learn about, click on the product area area and browse for the most relevant article.
Use the Browse docs option in the academy homepage to find the categories.
Video training courses are available for many of our tasks. Training courses, where available, are linked at the bottom of the article pages.
Frequently Asked Questions (FAQs) are great for a quick answer or when trying to understand a single concept. Our FAQs are created and answered by experts based on user questions and industry trends.
The What's New section gives you a brief high-level description of new features, enhancements, and other improvements we’ve added to to the portal.
Can't Find what You're Looking For?
If you've browsed our academies and can't find answer to your question, click ? > Contact Support in your portal to get in touch with your designated Partner Support.