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Partner Navigation

Explanation of the left menu for Partners

Updated over a week ago

You can manage different areas of your Partner account using the lefthand menu. This guide breaks down each what each section is for.


Marketplaces

The Marketplace tab is the initial step for creating a marketplace. Here, you can view and navigate between all of the marketplaces you've created.

Products

The Products tab is where you can manage products and deals that you've already added to your marketplace. You can view, reorder, feature, endorse, and delete items via this page. Activity (vendor changes to products/deals) is also located here.

Reviews

Your Buyers can review the various products and deals you've added to the marketplace. You can view and manage this feedback in the Reviews tab.

πŸ—οΈ Reviews are under construction. Please check back on this feature later!

Sellers

The Sellers tab is the central location where you'll manage the Seller accounts (vendors) that can offer products or deals to your marketplace.

  • All displays every Seller you've added to your marketplace.

  • Available indicates Sellers with products/deals available for your marketplace.

  • Active shows Seller with products/deals that you've already added to your marketplace.

  • Invites displays any invitations you've sent to Sellers that have yet to onboard to Builtfirst.
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Catalog

The Catalog tab opens the door to Sellers you've not yet added, encompassing Builtfirst's network of premier software and service vendors.
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You'll see all vendors, including those with products/services, along with available deals via the All and Available tabs. Once added, they will be accessible in the Seller tab and can be managed accordingly.

Collections

Use the Collections tab to group products/deals you've added into easy-to-see bundles for your Buyers. You can add titles and descriptions to each collection to show why specific offers may be good for your Buyers.

πŸ—οΈ Collections are being revamped, but can be used today. Help guides for this feature will be available soon. Have questions? Reach out to us at support@builtfirst.com.

Buyers

Manage your Buyers (founders, customers) from the Buyers tab. These are the users that will access your marketplace.

  • Active Buyers displays the organizations that have joined Builtfirst.

  • Add Buyers is where you can issue invitations for more Buyers to access your marketplace.

  • Manage Requests shows you organizations that are waiting for your approval to access your marketplace.

More details on buyer invites can be found in: How to Invite Buyers.
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Analytics

The Analytics tab breaks down how different products/deals are performing in your marketplace. Information can be downloaded or exported at any time from this section.

  • Analytics displays your Buyers' searched terms, products/deals reviewed, and products/deals activated (redeemed).

  • Activity Log shows what specific users and organizations have been reviewing/redeeming line-by-line.

Looking for more info on Analytics? We've got you covered in Analytics for Partners.

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