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Guides and How-Tos
How does this thing work again?
62 articles
General
Helpful info for all types of users
Builtfirst Glossary
How to Contact SupportGetting help
Partners vs Sellers vs BuyersProfile account types side-by-side
Logging In as a BuyerFor Buyers / Founders / VCs
Your Notification SettingsOverview of how notification emails and alerts work for individual accounts
Does All My Information Stay Confidential?Information stay confidential,
Settings for Marketplace Admins/SellersUpdating personal / company info for marketplace admins and sellers
How to Switch Between Partner and Seller AccountsFor organizations that manage a marketplace/community and sell offers
Can I Have Multiple Accounts?Multiple Accounts, More than one account, multiple account types
Using the Builtfirst InboxInbox / chat for Partners and Sellers
Managing Your Team MembersAdding your coworkers / teammates to your Builtfirst instance
Can I Change My Login Credentials?Update email/username and password
Builtfirst BillingViewing invoices and updating billing
Customer Enablement Marketing AssetsMarketing materials to introduce Builtfirst to your audience
Marketplace Admins
For community managers/marketplace owners (Partners)
I Can't Find My Seller's DealFor Partners adding deals from new Sellers
Can't See a Seller You Just Added?Can't see provider / vendor / Seller discount
Inviting Buyers to Your MarketplaceHow to bring Buyers into your Partner marketplace / community to redeem deals
How Do I Share a Link to My Marketplace?For Partner accounts inviting Buyers to view their marketplace / community
Deal ActivityTracking new and removed offers for marketplace owners
How to Change Your Marketplace SubdomainUpdating/editing subdomains for partners
Bulk Uploading BuyersAdding multiple buyers to communities at once
Best Practices for Marketplace AdminsTips and tricks to set up your marketplace / community for success
Using Icons in Your HTML BannerFor developers configuring communities / marketplaces
Analytics for Marketplace AdminsReports on buyer trends in communities / marketplaces
Custom Subdomains for MarketplacesUse your own subdomain to display your marketplace
Sellers
For vendors/providers
Products & Services vs DealsExplanation of products/services/listings compared to deals/promotions
Creating & Managing Offers In Builtfirst: Seller GuideBest practices for creating and managing offers as a seller / vendor
How to Activate (Publish) OffersPublishing deals / discounts to go live
How to Accept a Seller InvitationFor existing sellers who've been invited to list deals from a new partner
Restrictions ExplainedHow to use deal restrictions
Why can't I see my own deal?For sellers creating deals
How Do I Preview My Deal?For sellers/vendors that want to see how their deal looks to customers
How to Edit DealsEditing/updating your existing deals
Deal Order & Priorities ExplainedPriority of deals for Sellers and Partners
How Do I Add a Logo or Other Images to My Discount?Add logo to discount
Buyers
For founders redeeming deals in the marketplace
How Do I Redeem a Deal?Guide for founders / buyers looking to claim discounts
Can I Apply for ___ Deal?Terms and information for deal redemptions
What is a Partner Key?Why am I prompted for a code / key?
What is my Amazon Org ID?Where to find your Amazon Org ID for AWS deal redemptions
I Can't Find the Deal I'm Looking ForFor buyers looking for specific deals/offers
I Applied to Get Credits, but Was RejectedRejected discount, Rejected offer,
Where Are My Airtable Credits?Airtable Credits
Where is My DocSend Discount Code?DocSend Discount
Settings Page for BuyersChange profile and company information